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).
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Total Assets Under Management958MILLION
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Total Number of Accounts2,758ACCOUNTS
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Average Account Value$347,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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.
Melody Behnke (CRD# 2567681) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 22 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.
Jeffery Bird (CRD# 1673431) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minneapolis, MN and has over 26 years of experience in the finance industry.
Jennings Brinsfield (CRD# 731935) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Bethesda, MD and has over 34 years of experience in the finance industry.
David Buckwald (CRD# 1883251) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Cranford, NJ and has over 20 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.
Reuben Chen (CRD# 1906397) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 26 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.
James Cleary (CRD# 2135040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Littleton, CO and has over 26 years of experience in the finance industry.
William Damora (CRD# 809442) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 32 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.
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.