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
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