Bennett Lyle Duffy

Employer firm

Montz Harcus Wealth Management CRD 301963

$876M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PROJECT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2022-08-31 → 2026-03-19
  Newedge Advisors
  New Orleans, LA
• 2022-03-17 → 2022-06-02
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
  Metairie, LA
• 2021-11-29 → 2022-02-07
  Ameriprise Financial Services, Llc
  Metairie, LA
• 2021-10-01 → 2021-11-08
  Park Avenue Securities Llc
  Metairie, LA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-30