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
James Chapman (CRD# 6978414) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 4 years of experience in the finance industry.
Reuben Chen (CRD# 1906397) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 33 years of experience in the finance industry.
James Cheney (CRD# 45355) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chattanooga, TN and has over 40 years of experience in the finance industry.
Howard Cheng (CRD# 4561585) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 21 years of experience in the finance industry.
Michael Clark (CRD# 47737) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Northfield, IL and has over 29 years of experience in the finance industry.
James Cleary (CRD# 2135040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Littleton, CO and has over 32 years of experience in the finance industry.
Donna Clemente (CRD# 2797515) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has over 27 years of experience in the finance industry.
Milton Cohn (CRD# 840000) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Phoenix, AZ and has over 41 years of experience in the finance industry.
Brian Coleman (CRD# 3219094) 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.
William Conroy (CRD# 1345235) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 39 years of experience in the finance industry.