M Holdings Securities, Inc.

M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $2,799,355,830 in 8,297 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,799
    MILLION
  • Total Number of Accounts
    8,297
    ACCOUNTS
  • Average Account Value
    $337,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at M Holdings Securities, Inc.
Showing 1 - 10 of 279 top financial advisors.
1
Ashwini K. Ahluwalia
CRD#: 1783739
Cranford, NJ 07016

Ashwini Ahluwalia (CRD# 1783739) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Cranford, NJ and has over 31 years of experience in the finance industry. Ashwini Ahluwalia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hope N. Alabi
CRD#: 3249349
Portland, OR 97209

Hope Alabi (CRD# 3249349) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 19 years of experience in the finance industry.

3
Deepak S. Alur
CRD#: 3139994
Great Neck, NY 11020

Deepak Alur (CRD# 3139994) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Great Neck, NY and has over 20 years of experience in the finance industry.

4
David Amato
CRD#: 6338058
Red Bank, NJ 07701

David Amato (CRD# 6338058) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Red Bank, NJ and has over 4 years of experience in the finance industry.

5
Robert D. Amoruso
CRD#: 5683752
Santa Monica, CA 90404

Robert Amoruso (CRD# 5683752) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Santa Monica, CA and has over 9 years of experience in the finance industry.

6
Brett Anderson
CRD#: 6310675
Champaign, IL 61821

Brett Anderson (CRD# 6310675) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Champaign, IL and has 1 year of experience in the finance industry.

7
Jake Andl
CRD#: 7006129
Portland, OR 97209

Jake Andl (CRD# 7006129) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has 1 year of experience in the finance industry.

8
Christopher R. Ardizzone
CRD#: 6865071
Uniondale, NY 11556

Christopher Ardizzone (CRD# 6865071) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has 1 year of experience in the finance industry.

9
John W. Arnold
CRD#: 1752935
East Greenwich, RI 02818

John Arnold (CRD# 1752935) is an Investment Advisor Representative working at M Holdings Securities, Inc. in East Greenwich, RI and has over 17 years of experience in the finance industry.

10
Kenneth S. Auman
CRD#: 6120230
Portland, OR 97209

Kenneth Auman (CRD# 6120230) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 6 years of experience in the finance industry.

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