Eric Sorenson, financial advisor Baton Rouge LA
90 score

Eric Sorenson

CRD Number: 5289732
Current Firm: Hancock Investment Services, Inc.

Eric Sorenson (CRD# 5289732) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock Investment Services, Inc. Baton Rouge, LA Feb 2013 - Current 3
Unemployed Lafayette, LA Jul 2012 - Feb 2013 < 1
Chase Investment Services Corp. Lafayette, LA Feb 2007 - Jul 2012 5
Jpmorgan Chase Na Lafayette, LA Oct 2005 - Jul 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Eric P. Sorenson
Phone Number: 504-586-7290
Firm Website: http://hancockbank.com
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,450
    ACCOUNTS
  • Average Account Value
    $227,436
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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