Best Investors Account Sign in
Inactive

Bennett Lyle Duffy

Montz Harcus Wealth Management

New Orleans, LA

Claim This Profile
Current Employers
Montz Harcus Wealth Management

610 City Park Avenue, New Orleans, LA 70119 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-13
TX RA APPROVED_RES 2026-04-07
  • LA RA
    APPROVED
    Since 2026-04-13
  • TX RA
    APPROVED_RES
    Since 2026-04-07

Branch Locations

610 City Park Avenue, New Orleans, LA 70119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Life Insurance Company Metairie LA 08/2018 11/2021
Louisiana State University Baton Rouge LA 08/2014 08/2018
Park Avenue Securities Metairie LA 09/2019 11/2021
Ameriprise Financial Services, Llc Metairie LA 11/2021 03/2022
Waterfront Wealth Management Metairie LA 11/2021 02/2022
Beacon Pointe Advisors, Llc Metairie LA 03/2022 06/2022
Lpl Financial Llc New Orleans LA 08/2022 04/2026
The Producers Group Metairie LA 08/2018 11/2021
Newedge Advisors New Orleans LA 08/2022 03/2026
Montz Harcus Wealth Management Llc New Orleans LA 03/2026 Present
  • 08/2018 → 11/2021
    Guardian Life Insurance Company
    Metairie, LA
  • 08/2014 → 08/2018
    Louisiana State University
    Baton Rouge, LA
  • 09/2019 → 11/2021
    Park Avenue Securities
    Metairie, LA
  • 11/2021 → 03/2022
    Ameriprise Financial Services, Llc
    Metairie, LA
  • 11/2021 → 02/2022
    Waterfront Wealth Management
    Metairie, LA
  • 03/2022 → 06/2022
    Beacon Pointe Advisors, Llc
    Metairie, LA
  • 08/2022 → 04/2026
    Lpl Financial Llc
    New Orleans, LA
  • 08/2018 → 11/2021
    The Producers Group
    Metairie, LA
  • 08/2022 → 03/2026
    Newedge Advisors
    New Orleans, LA
  • 03/2026 → Present
    Montz Harcus Wealth Management Llc
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-30
  • S66 Uniform Combined State Law Examination
    2021-09-30

View on SEC IAPD

Other Firms

BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC
WEALTHHARBOR CAPITAL GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco
Brett E Perry

Other Offices

BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor