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
Juan Ruiz (CRD# 5284818) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Miami, FL and has over 17 years of experience in the finance industry.
Christopher Schuppe (CRD# 4575326) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 21 years of experience in the finance industry.
Evan Seach (CRD# 6599752) 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.
Adam Sendzischew (CRD# 5455367) 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.
Daniel Shannon (CRD# 4546937) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Fort Myers, FL and has over 20 years of experience in the finance industry.
Todd Skousen (CRD# 6261437) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Lehi, UT and has over 7 years of experience in the finance industry.
Richard Smarg (CRD# 816052) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Naples, FL and has over 26 years of experience in the finance industry.
Douglas Stone (CRD# 2894722) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.
Robert Swartzbaugh (CRD# 800847) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Omaha, NE and has over 22 years of experience in the finance industry.
Stephen Target (CRD# 2165521) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newark, DE and has over 32 years of experience in the finance industry.