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
Mark Tate (CRD# 2453874) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has over 30 years of experience in the finance industry.
Gabrielle Thomas (CRD# 5700695) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 7 years of experience in the finance industry.
Lauren Thomas (CRD# 5301259) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.
Nathaniel Tjoa (CRD# 4667709) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 20 years of experience in the finance industry.
Adam Truitt (CRD# 4877422) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Denver, CO and has over 19 years of experience in the finance industry.
John Vogelzang (CRD# 2214540) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Torrance, CA and has over 32 years of experience in the finance industry.
Mark Walton (CRD# 1273105) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Juan Capistrano, CA and has over 36 years of experience in the finance industry.
Donna Wanamaker (CRD# 4563840) 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.
John Waters (CRD# 4332356) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reading, MA and has over 23 years of experience in the finance industry.
Scott Wayne (CRD# 2905614) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Knoxville, TN and has over 26 years of experience in the finance industry.