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
Francis Lojewski (CRD# 2330579) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 30 years of experience in the finance industry.
Sean Lorenz (CRD# 6289924) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Denver, CO and has over 10 years of experience in the finance industry.
Eugene Lovasco (CRD# 853682) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Rachel Lower (CRD# 4506515) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Allentown, PA and has over 21 years of experience in the finance industry.
Michael Lyman (CRD# 2278462) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Seattle, WA and has over 31 years of experience in the finance industry.
David Maisel (CRD# 1865794) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 35 years of experience in the finance industry.
Timothy Malarkey (CRD# 2621989) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 28 years of experience in the finance industry.
Travis McCurry (CRD# 5652842) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
Mariann McDermott (CRD# 2513823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 26 years of experience in the finance industry.
John McDonald (CRD# 4346015) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 19 years of experience in the finance industry.