Hancock Investment Services, Inc.

Hancock Investment Services, Inc. (CRD# 40637) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $329,782,607 in 1,450 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • 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
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 71 top financial advisors.
1
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 9 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.

2
Brian A. Hermetz
CRD#: 2073284
2600 Citiplace Dr., Suite 100, Baton Rouge, LA 70808
96
Wealthminder
score

Brian Hermetz (CRD# 2073284) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 26 years of experience in the finance industry.

3
Charles J. Joyner
CRD#: 2382104
28163 Us Highway 19 North, Clearwater, FL 33761
96
Wealthminder
score

Charles Joyner (CRD# 2382104) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Clearwater, FL and has over 23 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.

4
Patric J. Nassar
CRD#: 4433348
2600 Citiplace Dr., Suite 100, Baton Rouge, LA 70808
96
Wealthminder
score

Patric Nassar (CRD# 4433348) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 10 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.

5
Matthew E. Booth
CRD#: 2942358
4770 State Road 64 East, Bradenton, FL 34208
93
Wealthminder
score

Matthew Booth (CRD# 2942358) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

6
Ronald W. Brandt
CRD#: 2882805
2600 Citiplace Dr., Suite 100, Baton Rouge, LA 70808
93
Wealthminder
score

Ronald Brandt (CRD# 2882805) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 18 years of experience in the finance industry.

7
Marifrances Breaux
CRD#: 5279438
2600 Citiplace Dr., Suite 100, Baton Rouge, LA 70808
93
Wealthminder
score

Marifrances Breaux (CRD# 5279438) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 9 years of experience in the finance industry.

8
Donna E. Brown
CRD#: 2335225
2600 Citiplace Dr., Suite 100, Baton Rouge, LA 70808
93
Wealthminder
score

Donna Brown (CRD# 2335225) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Baton Rouge, LA and has over 23 years of experience in the finance industry.

9
Charlotte D. Campbell
CRD#: 4220908
228 St. Charles Avenue, New Orleans, LA 70130
93
Wealthminder
score

Charlotte Campbell (CRD# 4220908) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in New Orleans, LA and has over 10 years of experience in the finance industry.

10
Erik A. Carrington
CRD#: 2686860
4265 San Felipe Road, Houston, TX 77027
93
Wealthminder
score

Erik Carrington (CRD# 2686860) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Houston, TX and has over 20 years of experience in the finance industry.

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