Hannah Reed (CRD# 7562236) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has 1 year of experience in the finance industry.
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 | Jan 2022 - Current | 2 |
Montz Harcus Wealth Management LLC | New Orleans, LA | Jan 2022 - Current | 2 |
Hazelnut Boutique | New Orleans, LA | Nov 2021 - Jan 2022 | < 1 |
Bkd Cpas & Advisors | Austin, TX | Jan 2021 - Aug 2021 | < 1 |
The Swank Company Boutique | Augusta, GA | May 2020 - Jan 2021 | < 1 |
University Of Georgia | Athens, GA | Aug 2016 - May 2020 | 3 |
Lakeside High School | Augusta, GA | Aug 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- LA
- TX
-
Total Assets Under Management564MILLIONS
-
Total Number of Accounts1,186ACCOUNTS
-
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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