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Patricia Kives Loupe

HANCOCK WHITNEY INVESTMENT SERVICES INC.·NEW ORLEANS, Louisiana
Unclaimed Profile
701 POYDRAS ST., NEW ORLEANS, LA 70139CRD# 6796549Firm CRD# 40637
01

About

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

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HANCOCK WHITNEY INVESTMENT SERVICES INC.
HANCOCK WHITNEY INVESTMENT SERVICES INC.
AUM
$219M
Regulatory assets under management
Employees
45
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6796549
Firm CRD# 40637
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Kives Loupe offer?
Patricia Kives Loupe specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Patricia Kives Loupe's credentials?
Patricia Kives Loupe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Kives Loupe located?
Patricia Kives Loupe is based in NEW ORLEANS, Louisiana, working with HANCOCK WHITNEY INVESTMENT SERVICES INC.. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Patricia Kives Loupe charge for services?
Patricia Kives Loupe'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 WHITNEY INVESTMENT SERVICES INC.?
HANCOCK WHITNEY 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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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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