M Holdings Securities, Inc.
M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $4,513,584,910 in 9,871 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,514MILLION
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Brandon Allain (CRD# 6366428) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Kathleen Allen (CRD# 4906541) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Belford, NJ and has over 11 years of experience in the finance industry.
Deepak Alur (CRD# 3139994) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Great Neck, NY and has over 25 years of experience in the finance industry.
David Anderson (CRD# 6721929) 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.
Jake Andl (CRD# 7006129) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Jeffrey Barefoot (CRD# 1195222) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Perrysburg, OH and has over 39 years of experience in the finance industry.
David Bargetzi (CRD# 4214935) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Highland, IL and has over 23 years of experience in the finance industry.
Rodney Bench (CRD# 1048323) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Seattle, WA and has over 40 years of experience in the finance industry.
Jeffery Bird (CRD# 1673431) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minneapolis, MN and has over 32 years of experience in the finance industry.
Brian Bobeck (CRD# 4890829) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Bethlehem, PA and has over 18 years of experience in the finance industry.