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).
-
Total Assets Under Management4,514MILLION
-
Total Number of Accounts9,871ACCOUNTS
-
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
Thomas McDowell (CRD# 1643939) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 31 years of experience in the finance industry.
William McInnes (CRD# 6170539) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 11 years of experience in the finance industry.
Ryan McLain (CRD# 4710800) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Lee Mezrah (CRD# 2029815) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Tampa, FL and has over 32 years of experience in the finance industry.
Ryan Miscik (CRD# 6020341) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 9 years of experience in the finance industry.
Dennis Mojares (CRD# 2429489) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 30 years of experience in the finance industry.
John Moore (CRD# 2817155) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chattanooga, TN and has over 27 years of experience in the finance industry.
Michael Moorhead (CRD# 2999676) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Costa Mesa, CA and has over 26 years of experience in the finance industry.
Neimi Mousa (CRD# 6247446) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has 1 year of experience in the finance industry.
Lenia Muro (CRD# 5088764) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 16 years of experience in the finance industry.