Christine Champagne Montz, CFP

Overview

Christine Champagne Montz is an insurance agent, a registered representative and an investment adviser representative based in New Orleans, LA, with 27 years in the industry.

Years in the industry

27

States licensed

22

States registered

13

Carrier appointments

4

Contact

3 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 22 states
• Registered in 13 states

• Broker
• Producer
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Montz Harcus Wealth ManagementCurrent firm

Employment history since 1999

Carriers

4 active carrier appointments

Book and practice

Firm assets under management on file