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
Joseph Felicetti (CRD# 1188065) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Madison, NJ and has over 35 years of experience in the finance industry.
Robert Fiondella (CRD# 2156110) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Simsbury, CT and has over 30 years of experience in the finance industry.
Keith Fisher (CRD# 4321167) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Denver, CO and has over 22 years of experience in the finance industry.
Kelly Fong (CRD# 2468087) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 29 years of experience in the finance industry.
Spencer Fugita (CRD# 6340360) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Denver, CO and has over 7 years of experience in the finance industry.
Michael Gacek (CRD# 2483249) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Simsbury, CT and has over 29 years of experience in the finance industry.
David Gagnon (CRD# 1734379) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reading, MA and has over 36 years of experience in the finance industry.
David Graffagnino (CRD# 837677) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 41 years of experience in the finance industry.
James Graham (CRD# 1133107) 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.
Ronald Greenberg (CRD# 1860444) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 31 years of experience in the finance industry.