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
Amy Cooper (CRD# 5185551) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.
Glen Coral (CRD# 720017) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 43 years of experience in the finance industry.
Clinton Crocker (CRD# 2843840) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 27 years of experience in the finance industry.
Jonathan Crozier (CRD# 4930111) 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.
Jeffrey Dattolo (CRD# 1697777) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 30 years of experience in the finance industry.
Spencer David (CRD# 2956610) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Coral Gables, FL and has over 26 years of experience in the finance industry.
James Davis (CRD# 843079) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Nashville, TN and has over 42 years of experience in the finance industry.
Kenneth Dawson (CRD# 6011548) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 10 years of experience in the finance industry.
Michael Depasquale (CRD# 1963682) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 31 years of experience in the finance industry.
Joseph Derosa (CRD# 2393546) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 30 years of experience in the finance industry.