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
Richard Hultquist (CRD# 2857110) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Seattle, WA and has over 26 years of experience in the finance industry.
John Hunter (CRD# 253478) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Denver, CO and has over 29 years of experience in the finance industry.
Michael Iley (CRD# 4343380) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 22 years of experience in the finance industry.
Jill Ingersoll (CRD# 5419097) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 15 years of experience in the finance industry.
Kenneth Innis (CRD# 255089) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Nashville, TN and has 1 year of experience in the finance industry.
Matthew Jamieson (CRD# 5824191) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Northfield, IL and has over 11 years of experience in the finance industry.
Shane Johnson (CRD# 5533492) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Berwyn, PA and has over 15 years of experience in the finance industry.
Carleton Jones (CRD# 1344102) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 39 years of experience in the finance industry.
Mark Jones (CRD# 4719895) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 6 years of experience in the finance industry.
Robert Jones (CRD# 844192) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Palm Beach, FL and has over 29 years of experience in the finance industry.