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
William Webster (CRD# 1086031) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 41 years of experience in the finance industry.
Debbi Wertheim (CRD# 4432424) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 19 years of experience in the finance industry.
David Wexler (CRD# 1028649) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Bethesda, MD and has over 35 years of experience in the finance industry.
David Wischmeier (CRD# 2239420) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minneapolis, MN and has over 24 years of experience in the finance industry.
Tony Yu (CRD# 2871698) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Covina, CA and has over 26 years of experience in the finance industry.
Lance Zimmerman (CRD# 4855394) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 19 years of experience in the finance industry.
Kristin Barens (CRD# 1859496) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Jackson, WY and has over 33 years of experience in the finance industry.
Scott Blackburn (CRD# 5854633) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Naples, FL and has 1 year of experience in the finance industry.
Alexander Borowiec (CRD# 7759863) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Madison, NJ and has 1 year of experience in the finance industry.
Thomas Brown (CRD# 6878067) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 4 years of experience in the finance industry.