Mary Elizabeth Brown
Investment adviser representative at Montz Harcus Wealth Management
23 yearsExperience
3 statesRegistered in
$876.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Montz Harcus Wealth ManagementNov 2019 to now
- Physicians Resource GroupDec 2003 to now
- Ameritas Investment CorpSep 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, TX).
Montz Harcus Wealth Management
Legal name: Montz Harcus Wealth Management LLC
$876.3MAssets managed
687Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5281184
- Firm CRD
- 301963