Julian Bourgeois, financial advisor Baton Rouge LA
61 score

Julian Bourgeois

CRD 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 5 years of experience in the finance industry.

Similar Advisors
James Bayard, financial advisor Baton Rouge LA
James C. Bayard
CRD# 6081998
Lpl Financial LLC
Score
100
Similar Advisors
John Dore, financial advisor Baton Rouge LA
John E. Dore
CRD# 3093221
Geneos Wealth Management, Inc.
Score
98
Similar Advisors
Lee Starnes, CFP, AAMS, financial advisor Baton Rouge LA
Lee A. Starnes, CFP, AAMS
CRD# 5770452
Edward Jones
Score
98
Company Name Location Dates Years
Hancock Investment Services, Inc. Baton Rouge, LA Jul 2011 - Current 5
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
Amstar Mortgage Baton Rouge, LA Jan 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Jun 2012
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Julian P. Bourgeois
Phone Number: 504-586-7290
Firm Website: http://hancockbank.com
Registered State(s):
  • AL
  • AR
  • FL
  • LA
  • MS
  • KS
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

Ready to hire a financial advisor? Get competitive proposals from Julian Bourgeois and other advisors.
BADGES
61

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.