Katherine Cuccia Hebert

Employer firm

Hassell Wealth Management CRD 297892

$387M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2017
  Foresters Financial
  Baton Rouge, LA
• 01/2017 → 06/2017
  Foresters Financial Services
  Baton Rouge, LA
• 06/2017 → 06/2020
  Hancock/Whitney Investment Services, Inc.
  Thibodeaux, LA
• 06/2017 → 06/2020
  Hancock/Whitney Bank
  Thibodeaux, LA
• 06/2020 → Present
  Hassell Wealth Management
  Houma, LA

Previous Registrations

• 2017-09-13 → 2020-07-07
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Thibodaux, LA
  Houma, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-12
• S63 Uniform Securities Agent State Law Examination
  2016-08-19

Designations

• Certified Financial Planner

Other Names

• Katherine Elizabeth Cuccia
• Katherine Elizabeth Hebert
• Katherine E Cuccia