Michael Depasquale, financial advisor Portland OR

Michael Depasquale

CRD Number: 1963682
Current Firm: M Holdings Securities, Inc.

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.

Similar Advisors
Jason Tafoya, financial advisor Portland OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Portland OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Portland OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Madison & Main Advisors LLC Madison, NJ Jul 2019 - Current 4
M Holdings Securities Inc. Portland, OR Oct 2010 - Current 13
Provident Mutual Philadelphia, PA Apr 1991 - Current 32
Atlas Advisory Group, LLC Cranford, NJ Oct 2010 - Jun 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Mar 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael K. Depasquale
Phone Number: 800-656-6960
Registered State(s):
  • FL
  • NJ
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    3,932
    MILLIONS
  • 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

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

Ready to hire a financial advisor? Get competitive proposals from Michael Depasquale and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.