Alexander Harcus (CRD# 6321832) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 9 years of experience in the finance industry. Alexander Harcus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Montz Harcus Wealth Management | New Orleans, LA | May 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2019 - Current | 4 |
| Physician's Resource Group | New Orleans, LA | Jun 2014 - Current | 9 |
| Ameritas Investment Corp | Lincoln, NE | Jun 2014 - May 2019 | 4 |
| General Dynamics Fidelis Cybersecurity Soltions | Bethesda, MD | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- LA
- TX
-
Total Assets Under Management564MILLIONS
-
Total Number of Accounts1,186ACCOUNTS
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Average Account Value$475,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, LA, MS, TN, TX
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