Mary Brown has been an investment adviser representative at Montz Harcus Wealth Management since December 2019, and is not listed among the firm’s executive officers or direct owners. Mary Brown holds a Bachelor of Science from the University of Southern Mississippi.
Montz Harcus Wealth Management LLC is a New Orleans, LA firm with $876M under management, 687 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Beth Brown is Senior Advisor of Montz Harcus Wealth Management. She has over 20 years of experience in the financial services and insurance industries and has been with Physicians Resource Group since 2003. Before joining Physicians Resource Group, she worked at New England Financial as a new business analyst.
- – present · 6 yearsDaphne, AL · Adviser representative · Firm CRD 301963
Professional designations
Listed by Montz Harcus Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mary Brown is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2019; the most recent is Alabama, in April 2026.
- AlabamaSince 6 April 2026
- LouisianaSince 6 December 2019
- TexasResidentSince 4 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 September 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mary Elizabeth Brown
- CRD
- 5281184
- Firm
- Montz Harcus Wealth Management · CRD 301963
- Office
- Daphne, AL
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- montzharcus.com
Where does Mary Brown work?
Mary Brown is an investment adviser representative registered through Montz Harcus Wealth Management LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Mary Brown a financial advisor?
Yes. Mary Brown has a current investment-adviser registration in Alabama, Louisiana and Texas, through Montz Harcus Wealth Management since December 2019.
How many years of experience does Mary Brown have?
Mary Brown has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has Mary Brown passed?
Mary Brown has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in September 2014. FINRA credited Mary Brown with the SIE, which began in October 2018.
Where is Mary Brown based?
Mary Brown’s registered office is in Daphne, AL.
Is Mary Brown registered with FINRA?
No. Mary Brown has no current broker registration.
Is Mary Brown a CFP?
Montz Harcus Wealth Management lists Mary Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mary Brown’s record?
Search CRD 5281184 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Brown’s full registration record.
