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Brian Edward Currie

Wealthharbor Capital Group, LLC

Metairie, LA

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Current Employers
Wealthharbor Capital Group, Llc

433 Metairie Rd Suite 500, Metairie, LA 70005 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-12-11
FL RA APPROVED 2021-04-08
LA RA APPROVED 2021-03-16
TX RA APPROVED 2021-03-16
  • MS RA
    APPROVED
    Since 2023-12-11
  • FL RA
    APPROVED
    Since 2021-04-08
  • LA RA
    APPROVED
    Since 2021-03-16
  • TX RA
    APPROVED
    Since 2021-03-16

Branch Locations

433 Metairie Rd Suite 500, Metairie, LA 70005 • 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
Montz Harcus Wealth Management New Orleans LA 08/2019 09/2020
Capital One Wealth Management New Orleans LA 12/2005 07/2018
Hancock Whitney Wealth Manager New Orleans LA 07/2018 11/2018
Iberia Wealth Advisor New Orleans LA 11/2018 08/2019
Tcg Advisory Services Llc Austin TX 09/2020 Present
Wealthharbor Capital Group, Llc Metairie LA 03/2021 Present
  • 08/2019 → 09/2020
    Montz Harcus Wealth Management
    New Orleans, LA
  • 12/2005 → 07/2018
    Capital One Wealth Management
    New Orleans, LA
  • 07/2018 → 11/2018
    Hancock Whitney Wealth Manager
    New Orleans, LA
  • 11/2018 → 08/2019
    Iberia Wealth Advisor
    New Orleans, LA
  • 09/2020 → Present
    Tcg Advisory Services Llc
    Austin, TX
  • 03/2021 → Present
    Wealthharbor Capital Group, Llc
    Metairie, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-25
  • S65 Uniform Investment Adviser Law Examination
    2019-10-25

View on SEC IAPD

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INDEPENDENT ADVISOR ALLIANCE, LLC

Other Investors

RUFUS PRADOS CRESSEND
Ellen Alisse Geissal Morvant
James Anthony Ray
Jarod Hopper
Shelby Renee Cressend
ANDRE PIERCE LEBLANC
NEAL KENNETH ADLER
LOUIS WILLIAM BUNDY

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA
MERCER GLOBAL ADVISORS INC. · Metairie, LA
LPL ENTERPRISE, LLC · METAIRIE, LA
GUILBAULT CAPITAL · METAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC · METAIRIE, LA
INDEPENDENT ADVISOR ALLIANCE, LLC · Metarie, LA

More in Metairie, LA

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