Rebecca ReynoldsCRD Number: 4570396
Current Firm: M Holdings Securities, Inc.
Rebecca Reynolds (CRD# 4570396) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|M Holdings Securities,inc.||Portland, OR||Sep 2010 - Current||7|
|Pacific Life||Foothill Ranch, CA||Jul 2002 - Sep 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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