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Financial ADVSR advisor directory · SEC adviser records

Montz Harcus Wealth Management financial advisors in New Orleans, LA

Every SEC-registered investment adviser representative at a Montz Harcus Wealth Management office in New Orleans, A to Z.

The short answer

5 registered advisors work at Montz Harcus Wealth Management in New Orleans, out of 6 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.

Montz Harcus Wealth Management advisors in New Orleans, A to Z

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Montz Harcus Wealth Management advisors in other cities

Daphne, AL 1

Other firms in New Orleans

All New Orleans advisors →

Newedge Advisors 209Morgan Stanley 79J.P. Morgan Securities LLC 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Cetera Investment Advisers LLC 20Ameriprise Financial Services, LLC 17Raymond James & Associates, Inc. 17UBS Financial Services Inc. 16Edward Jones 13LPL Financial LLC 11Osaic Wealth, Inc. 11Stokes Family Office LLC 11

Questions

How many financial advisors does Montz Harcus Wealth Management have in New Orleans?

5 investment adviser representatives are registered at Montz Harcus Wealth Management offices in New Orleans, Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.

Is Montz Harcus Wealth Management one of the largest advisor employers in New Orleans?

Montz Harcus Wealth Management ranks number 20 in New Orleans by registered advisors; Newedge Advisors has the most, with 209.

How do I check a Montz Harcus Wealth Management advisor in New Orleans?

Each advisor below 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. Advisors are listed at the city of the Montz Harcus Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.