M Holdings Securities, Inc.

M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $3,932,369,637 in 10,065 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,932
    MILLION
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at M Holdings Securities, Inc.
Showing 41 - 50 of 216 top financial advisors.
41
Kenneth M. Dawson
CRD#: 6011548
109 Pheasant Run, Newtown, PA 18940

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.

42
Michael K. Depasquale
CRD#: 1963682
1125 N.w. Couch Street, Suite 900, Portland, OR 97209

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.

43
Joseph M. Derosa
CRD#: 2393546
325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114

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.

44
Carl W. Doerschler
CRD#: 2917173
54870 N Main Street, Mattawan, MI 49071

Carl Doerschler (CRD# 2917173) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Mattawan, MI and has over 26 years of experience in the finance industry.

45
Jason W. Duffy
CRD#: 4442932
218 Route 17n, Ste 404, Rochelle Park, NJ 07662

Jason Duffy (CRD# 4442932) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Rochelle Park, NJ and has over 22 years of experience in the finance industry.

46
Grayson M. Dufrene
CRD#: 2752016
118 Piccadilly, London, W1J 7

Grayson Dufrene (CRD# 2752016) is an Investment Advisor Representative working at M Holdings Securities, Inc. in London, and has over 18 years of experience in the finance industry.

47
Mark D. Dunn
CRD#: 5917615
325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114

Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.

48
Keith D. Ehinger
CRD#: 5758524
109 Pheasant Run, Newtown, PA 18940

Keith Ehinger (CRD# 5758524) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 9 years of experience in the finance industry.

49
Dennis L. Eslick
CRD#: 1139480
999 Home Plaza, Suite 201, Waterloo, IA 50701

Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 40 years of experience in the finance industry.

50
Kevin M. Eslick
CRD#: 6029823
999 Home Plaza, Suite 201, Waterloo, IA 50701

Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.

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