M Holdings Securities, Inc.
M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $3,816,930,830 in 9,383 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management3,817MILLION
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Total Number of Accounts9,383ACCOUNTS
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Average Account Value$406,792
- 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, WY
Wendy Adler (CRD# 5103186) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 13 years of experience in the finance industry. Wendy Adler 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.
Ashwini Ahluwalia (CRD# 1783739) 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. Ashwini Ahluwalia 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.
Hope Alabi (CRD# 3249349) 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.
Brandon Allain (CRD# 6366428) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Kathleen Allen (CRD# 4906541) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Deepak Alur (CRD# 3139994) is an Investment Advisor Representative working at M Holdings Securities, Inc. in New York, NY and has over 22 years of experience in the finance industry.
Robert Amoruso (CRD# 5683752) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry.
Brett Anderson (CRD# 6310675) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Champaign, IL and has 1 year of experience in the finance industry.
David Anderson (CRD# 6721929) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 2 years of experience in the finance industry.
Jake Andl (CRD# 7006129) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has 1 year of experience in the finance industry.