Julian BourgeoisCRD Number: 5459941
Current Firm: Hancock Investment Services, Inc.
Julian Bourgeois (CRD# 5459941) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Lpl Financial LLC
Geneos Wealth Management, Inc.
|Hancock Investment Services, Inc.||Baton Rouge, LA||Jul 2011 - Current||6|
|Northwestern Mutual Investment Services, LLC||Baton Rouge, LA||Jun 2010 - Jul 2011||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2010 - Jul 2011||1|
|Park Avenue Securities||Baton Rouge, LA||Aug 2008 - Apr 2010||1|
|Guardian Life Ins Co Of America||Baton Rouge, LA||Nov 2007 - Apr 2010||2|
|Scully Financial||Baton Rouge, LA||Nov 2007 - Apr 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Criminal Record
Total Assets Under Management402MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$267,727
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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