Joseph Montz (CRD# 1656101) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 36 years 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 LLC | New Orleans, LA | Jun 2019 - Current | 4 |
| Self Employed | New Orleans, LA | Jan 1995 - Current | 29 |
| Physician Resource Group | New Orleans, LA | Apr 1987 - Current | 37 |
| Rental Property | Metairie, LA | Nov 1981 - Current | 42 |
| Ameritas Investment Corp. | Lincoln, NE | Oct 2003 - May 2019 | 15 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Oct 2003 - May 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management564MILLIONS
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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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