Hancock Investment Services, Inc.

Hancock Investment Services, Inc. (CRD# 40637) is a financial advisory firm headquartered in New Orleans, LA. They manage $401,590,832 in 1,500 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $267,727
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Hancock Investment Services, Inc.
Showing 1 - 10 of 89 top financial advisors.
1
David M. Beach
CRD#: 5034769
7910 Main Street, Houma, LA 70360
96
Wealthminder
score

David Beach (CRD# 5034769) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Houma, LA and has over 12 years of experience in the finance industry. David Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas C. Cooper
CRD#: 5161237
4265 San Felipe Road, Houston, TX 77027
96
Wealthminder
score

Douglas Cooper (CRD# 5161237) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Houston, TX and has over 9 years of experience in the finance industry. Douglas Cooper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Douglas R. Falkinburg
CRD#: 4341468
25 West 1-65 Service Road North, Mobile, AL 36608
96
Wealthminder
score

Douglas Falkinburg (CRD# 4341468) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Mobile, AL and has over 11 years of experience in the finance industry. Douglas Falkinburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian A. Hermetz
CRD#: 2073284
228 St. Charles Avenue, Mezzanine, New Orleans, LA 70130
96
Wealthminder
score

Brian Hermetz (CRD# 2073284) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 27 years of experience in the finance industry.

5
Charles J. Joyner
CRD#: 2382104
228 St. Charles Avenue, Mezzanine, New Orleans, LA 70130
96
Wealthminder
score

Charles Joyner (CRD# 2382104) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 24 years of experience in the finance industry. Charles Joyner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Emile J. Koury
CRD#: 1668493
2510 14th Street-one Hancock Plaza, Gulfport, MS 39501
96
Wealthminder
score

Emile Koury (CRD# 1668493) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Gulfport, MS and has over 11 years of experience in the finance industry. Emile Koury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Patric J. Nassar
CRD#: 4433348
228 St. Charles Avenue, Mezzanine, New Orleans, LA 70130
96
Wealthminder
score

Patric Nassar (CRD# 4433348) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 11 years of experience in the finance industry. Patric Nassar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Angela C. Avant
CRD#: 2895990
228 St. Charles Avenue, Mezzanine, New Orleans, LA 70130
93
Wealthminder
score

Angela Avant (CRD# 2895990) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 20 years of experience in the finance industry.

9
Benton T. Ayo
CRD#: 4467665
716 N. Canal Blvd., Thibodaux, LA 70301
93
Wealthminder
score

Benton Ayo (CRD# 4467665) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Thibodaux, LA and has over 6 years of experience in the finance industry.

10
Matthew E. Booth
CRD#: 2942358
228 St. Charles Avenue, Mezzanine, New Orleans, LA 70130
93
Wealthminder
score

Matthew Booth (CRD# 2942358) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 17 years of experience in the finance industry.

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