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Montz Harcus Wealth Management financial advisors
Every SEC-registered investment adviser representative at Montz Harcus Wealth Management, by the state and city of the office they work from.
The short answer
6 registered advisors work at Montz Harcus Wealth Management, in 2 states and 2 cities; the most are in New Orleans, LA (5). 2 list the CFP designation and 2 are also registered broker representatives.
Search every Montz Harcus Wealth Management advisor by name →Who joined and left Montz Harcus Wealth Management →Montz Harcus Wealth Management: assets, clients and custodians →
Cities with the most Montz Harcus Wealth Management advisors
Montz Harcus Wealth Management advisors by state
Questions
How many financial advisors does Montz Harcus Wealth Management have?
6 investment adviser representatives are registered with Montz Harcus Wealth Management, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 2 are also registered as broker representatives.
Where does Montz Harcus Wealth Management have the most advisors?
New Orleans, LA, with 5 registered advisors, then Daphne, AL (1). By state, Louisiana has the most, with 5.
How do I find a Montz Harcus Wealth Management financial advisor near me?
Pick your state below, then your city, to see every Montz Harcus Wealth Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Montz Harcus Wealth Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →