Unclaimed Profile

Joy Lambert Phillips

HANCOCK INVESTMENT SERVICES, INC.·NEW ORLEANS, Louisiana

HANCOCK INVESTMENT SERVICES, INC.

228 ST. CHARLES AVENUE, NEW ORLEANS, LA 70130CRD# 6561495Firm CRD# 40637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joy Lambert Phillips · NEW ORLEANS, LA

Registration

CRD #6561495 · HANCOCK INVESTMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Joy Lambert Phillips is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with HANCOCK INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HANCOCK WHITNEY INVESTMENT SERVICES INC.

AUM

$219M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HANCOCK WHITNEY INVESTMENT SERVICES INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6561495

Firm CRD# 40637

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joy Lambert Phillips offer?

Joy Lambert Phillips specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Joy Lambert Phillips's credentials?

Joy Lambert Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joy Lambert Phillips located?

Joy Lambert Phillips is based in NEW ORLEANS, Louisiana, working with HANCOCK INVESTMENT SERVICES, INC.. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does Joy Lambert Phillips charge for services?

Joy Lambert Phillips's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANCOCK INVESTMENT SERVICES, INC.?

HANCOCK INVESTMENT SERVICES, INC. has approximately 45 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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