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
Allan Kaplan (CRD# 1677480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Skokie, IL and has over 32 years of experience in the finance industry.
James Kenerly (CRD# 4284462) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry.
Ryan Kessler (CRD# 6295386) 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.
Cole Koeniger (CRD# 5082334) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 16 years of experience in the finance industry.
Rex Kohl (CRD# 811403) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Eden Prairie, MN and has over 33 years of experience in the finance industry.
Robert Kozloski (CRD# 3060557) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chattanooga, TN and has over 25 years of experience in the finance industry.
Robert Kulle (CRD# 3128207) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.
John Lawson (CRD# 2725918) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Austin, TX and has over 27 years of experience in the finance industry.
Kyle Leaderman (CRD# 5677207) is an Investment Advisor Representative working at M Holdings Securities, Inc. in West Palm Beach, FL and has over 12 years of experience in the finance industry.
Kory Lenz (CRD# 6113786) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.