Morell Crane (CRD# 6027482) is an Investment Advisor Representative working at Montz Harcus Wealth Management in New Orleans, LA and has over 7 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 | New Orleans, LA | Oct 2020 - Current | 3 |
| Bank Of America, N.a. | New Orleans, LA | Apr 2018 - Oct 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans, LA | Mar 2018 - Oct 2020 | 2 |
| Morgan Stanley | Washington, DC | Jun 2014 - Mar 2018 | 3 |
| Fred's Bar & Grill | Baton Rouge, LA | Mar 2012 - Dec 2014 | 2 |
| Louisiana State University | Baton Rouge, LA | Aug 2010 - Dec 2014 | 4 |
| Benjamin N. Gibson | Baton Rouge, LA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.