Katherine C. Hebert
Professional summary
Katherine Cuccia Hebert, CFP®, who also goes by Katherine E Cuccia, Katherine Elizabeth Cuccia, Katherine Elizabeth Hebert, is a registered financial advisor currently at HASSELL WEALTH MANAGEMENT located in Houma, Louisiana.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Katherine has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Cuccia Hebert's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 26, 2020 - Present
HASSELL WEALTH MANAGEMENT
Office #1: 300 Lafayette Street Suite 200, Houma, LA 70360September 13, 2017 - July 7, 2020
HANCOCK WHITNEY INVESTMENT SERVICES INC.
June 5, 2017 - July 7, 2020
HANCOCK WHITNEY INVESTMENT SERVICES INC.
August 10, 2016 - June 5, 2017
FORESTERS FINANCIAL SERVICES, INC.
August 6, 2014 - July 26, 2016
LPL FINANCIAL LLC
Primary Firm SEC Registration
HASSELL WEALTH MANAGEMENT
CRD#: 297892 / SEC#: 801-114012
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2020)
(12/9/2022)
Exams
Current Firm
HASSELL WEALTH MANAGEMENT
CRD#: 297892 / SEC#: 801-114012
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,161 |
| AUM (Assets Under Management) | $ 348,596,307 |
Red Flags
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