M Holdings Securities, Inc.

M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $958,241,426 in 2,758 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    958
    MILLION
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at M Holdings Securities, Inc.
Showing 1 - 10 of 284 top financial advisors.
1
Luther A. Lockwood II
CRD#: 2082331
1017 E. Morehead St. Ste. 100, Charlotte, NC 28204
103
Wealthminder
score

Luther Lockwood (CRD# 2082331) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 25 years of experience in the financal services industry. His complete biography and information regarding his firm and practice is available at the MBL Advisors website.

 

www.mbl-advisors.com

 

 

 

 

2
David B. Miller
CRD#: 4819204
1017 E. Morehead St. Ste. 100, Charlotte, NC 28204
100
Wealthminder
score

David Miller (CRD# 4819204) is an Investment Advisor Representative working at MBL Advisors, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.  He has an MBA from East Carolina's College of Business and maintains discliplines in Financial Planning and Investment Management.

3
Melody M. Behnke
CRD#: 2567681
1125 N.w. Couch St., Ste. 900, Portland, OR 97209
96
Wealthminder
score

Melody Behnke (CRD# 2567681) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 21 years of experience in the finance industry. Melody Behnke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffery W. Bird
CRD#: 1673431
706 2nd St. Ste. 600, Minneapolis, MN 55406
96
Wealthminder
score

Jeffery Bird (CRD# 1673431) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minneapolis, MN and has over 25 years of experience in the finance industry.

5
Jennings C. Brinsfield
CRD#: 731935
7316 Wisconsin Avenue, Suite 230, Bethesda, MD 20814
96
Wealthminder
score

Jennings Brinsfield (CRD# 731935) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Bethesda, MD and has over 33 years of experience in the finance industry.

6
David T. Buckwald
CRD#: 1883251
21 Commerce Dr. Suite 301, Cranford, NJ 07016
96
Wealthminder
score

David Buckwald (CRD# 1883251) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Cranford, NJ and has over 19 years of experience in the finance industry. David Buckwald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Reuben K. Chen
CRD#: 1906397
2635 N First St. #201, San Jose, CA 95134
96
Wealthminder
score

Reuben Chen (CRD# 1906397) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 25 years of experience in the finance industry. Reuben Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James E. Cleary
CRD#: 2135040
13986 W. Bowles Avenue, Suite 200, Littleton, CO 80127
96
Wealthminder
score

James Cleary (CRD# 2135040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Littleton, CO and has over 25 years of experience in the finance industry.

9
William H. Damora
CRD#: 809442
1125 N.w. Couch Street, Suite 900, Portland, OR 97209
96
Wealthminder
score

William Damora (CRD# 809442) 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. William Damora has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jeffrey D. Dattolo
CRD#: 1697777
21 Commerce Dr. Suite 301, Cranford, NJ 07016
96
Wealthminder
score

Jeffrey Dattolo (CRD# 1697777) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Cranford, NJ and has over 23 years of experience in the finance industry. Jeffrey Dattolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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