Glenda Lossett, financial advisor New Orleans LA

Glenda Lossett

CRD Number: 3148188
Current Firm: Hancock Whitney Investment Services Inc.

Glenda Lossett (CRD# 3148188) is an Investment Advisor Representative working at Hancock Whitney Investment Services Inc. in New Orleans, LA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock/whitney Bank Baton Rouge, LA May 2015 - Current 6
Hancock Investment Services, Inc. Baton Rouge, LA May 2015 - Current 6
W&s Brokerage Brokerage Services Cincinnati, OH Jan 2014 - May 2015 1
Western Southern Life Baton Rouge, LA Oct 2013 - May 2015 1
Metlife Securities Inc. Baton Rouge, LA Oct 2012 - Oct 2013 1
Hancock Investment Services, Inc. Baton Rouge, LA Mar 2012 - Oct 2012 < 1
Hancock Bank Baton Rouge, LA Mar 2012 - Oct 2012 < 1
Proequities, Inc. Prairieville, LA Oct 2006 - Feb 2012 5
Protective Life Prairieville, LA Jul 2006 - Feb 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for Glenda R. Lossett
Phone Number: 504-586-7290
Registered State(s):
  • AL
  • FL
  • LA
  • MS
  • TX
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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