Christine Montz is a CFP-designated registered investment advisor, based in New Orleans, LA, with 26 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
Christine is the President of Montz Harcus Wealth Management, a tax reviewer for Christine Montz, CPA, and provides fixed insurance and annuities. She also sells insurance products through Ameritas Life Insurance Company and owns rental property, and is a board member of Lambeth House Inc.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Montz Harcus Wealth Management
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.Broker
Banc One Securities CorporationBroker
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.