Donald Abaunza, financial advisor New Orleans LA

Donald Abaunza

CRD Number: 3172450
Current Firm: Hancock Whitney Investment Services Inc.

Donald Abaunza (CRD# 3172450) is an Investment Advisor Representative working at Hancock Whitney Investment Services Inc. in New Orleans, LA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock Bank Kenner, LA Feb 2012 - Current 9
Hancock Investment Services, Inc. Kenner, LA Feb 2012 - Current 9
Whitney Bank New Orleans, LA Sep 2009 - Feb 2012 2
Primevest Financial Services, Inc. St. Cloud, MN Sep 2009 - Feb 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Dec 2015
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.

Get Details on the FINRA Advisor Check site
Contact Info for Donald R. Abaunza
Phone Number: 504-586-7290
Registered State(s):
  • FL
  • ID
  • IL
  • LA
  • MS
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    802
    MILLIONS
  • Total Number of Accounts
    2,786
    ACCOUNTS
  • Average Account Value
    $287,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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)
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, WY

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