Dennis EslickCRD Number: 1139480
Current Firm: M Holdings Securities, Inc.
Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 33 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Eslick Financial Group, Inc.||Waterloo, IA||Nov 2006 - Current||9|
|M. Holdings Securities, Inc.||Portland, OR||Oct 2001 - Current||15|
|Networth Advisors||Waterloo, IA||Sep 2002 - Nov 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
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