Alexander Bruce Harcus

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

• 06/2014 → 05/2019
  Ameritas Investment Corp
  Lincoln, NE
• 06/2014 → Present
  Physician'S Resource Group
  New Orleans, LA
• 05/2019 → Present
  Montz Harcus Wealth Management
  New Orleans, LA
• 05/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2014-09-30 → 2019-05-15
  Ameritas Investment Company, Llc
  New Orleans, LA
  Lincoln, NE
  New Orleans, LA
  Glendale, AZ

Other Businesses

1)Montz Harcus Wealth Management. Investment Related. 610 Park City Ave. Wealth Management and Financial Planning. Vice President. Start 6/2019. 160hrs/mo, 120hrs during trading hours. RIA. 2) Physicians Resource Group. Investment Related. 610 City Park Ave. Insurance and Tax Preparation. Financial Advisor. Start 06/2014. 10hrs/mo, 7hrs during trading hours. Insurance product sales for clients and tax prep during tax season. 3) Metarie Club Gardens, Not Investment Related, PO Box 55274 Metairie LA 70055, Member, Attend Board Meetings, Start 09/2024, Hours per month devoted to business outside trading hours: 2.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-11

Designations

• Certified Financial Planner