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
Connor Burke (CRD# 5952279) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Shreveport, LA and has over 9 years of experience in the finance industry.
Joseph Duncan (CRD# 7766039) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minnetonka, MN and has 1 year of experience in the finance industry.
Robert Fee (CRD# 6639075) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.
Robert Fiondella (CRD# 7777462) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has 1 year of experience in the finance industry.
Hollie Frazier (CRD# 7234452) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 3 years of experience in the finance industry.
David Gagnon (CRD# 7307090) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reading, MA and has over 3 years of experience in the finance industry.
Jack Grondin (CRD# 7063676) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 2 years of experience in the finance industry.
Jeremy Heavey (CRD# 7479159) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Kalamazoo, MI and has over 2 years of experience in the finance industry.
Carter Howes (CRD# 7414623) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 2 years of experience in the finance industry.
Erik Johansson (CRD# 4474719) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Hartford, CT and has over 22 years of experience in the finance industry.