Bennett Lyle Duffy
Investment adviser representative at Montz Harcus Wealth Management
12 yearsExperience
2 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
12 years in the industry.
- Montz Harcus Wealth Management LLCMar 2026 to now
- LPL Financial LLCAug 2022 to Apr 2026
- Newedge AdvisorsAug 2022 to Mar 2026
- Beacon Pointe Advisors, LLCMar 2022 to Jun 2022
- Ameriprise Financial Services, LLCNov 2021 to Mar 2022
- Waterfront Wealth ManagementNov 2021 to Feb 2022
- Park Avenue SecuritiesSep 2019 to Nov 2021
- Guardian Life Insurance CompanyAug 2018 to Nov 2021
- The Producers GroupAug 2018 to Nov 2021
- Louisiana State UniversityAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (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
- 7021890
- Firm CRD
- 301963