Dennis BranconierCRD Number: 1963916
Current Firm: M Holdings Securities, Inc.
Dennis Branconier (CRD# 1963916) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Torrance, CA and has over 16 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|M. Holdings Securities||Portland, OR||Feb 2001 - Current||16|
|M Advisory Group||Torrance, CA||Feb 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
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