Claiborne LagroneCRD Number: 3030520
Current Firm: Hancock Investment Services, Inc.
Claiborne Lagrone (CRD# 3030520) is an Investment Advisor Representative working at Hancock Investment Services, Inc. in Pascagoula, MS and has over 19 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Ae Wealth Management, LLC
|Hancock/whitney Investment Services, Inc.||Pascagoula, MS||Feb 2018 - Current||< 1|
|Hancock/whitney Bank||Pascagoula, MS||Feb 2018 - Current||< 1|
|Allstate Insurance Co||Moss Point, MS||Apr 2016 - Feb 2018||1|
|Government Street Consultants||Moss Point, MS||Apr 2016 - Feb 2018||1|
|Beau Monde Consulting||Ocean Springs, MS||Oct 2015 - Feb 2018||2|
|Voya Financial Advisors||Ocean Springs, MS||Sep 2014 - Apr 2016||1|
|Ing Financial Partners, Inc.||Ocean Springs, MS||Aug 2014 - Sep 2014||< 1|
|Lpl Financial||Ocean Springs, MS||Apr 2010 - Aug 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Gulfport, MS||Aug 2006 - Apr 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
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
Total Assets Under Management402MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$267,727
- A percentage of assets under your management
- 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)
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