Alexander Harcus is a CFP-designated registered investment advisor, based in New Orleans, LA, with 11 years of industry experience.
Location
610 City Park Avenue, New Orleans, LA, 70119
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander is a Vice President at Montz Harcus Wealth Management, dedicating full-time hours to wealth management and financial planning. He also works as a Financial Advisor at Physicians Resource Group, spending a few hours per week on insurance product sales and tax preparation.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Montz Harcus Wealth Management
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.