M Holdings Securities, Inc.
M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $4,513,584,910 in 9,871 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,514MILLION
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- 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, WY
Richard Newhams (CRD# 5129150) is an Investment Advisor Representative working at M Holdings Securities, Inc. in London, and has over 10 years of experience in the finance industry.
Michelle Novak (CRD# 4764592) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chandler, AZ and has over 20 years of experience in the finance industry.
James Olson (CRD# 4565883) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Omaha, NE and has over 14 years of experience in the finance industry.
Robert Olson (CRD# 2756842) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Dallas, TX and has over 25 years of experience in the finance industry.
Deborah Oneil (CRD# 2602166) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 27 years of experience in the finance industry.
Joseph Palma (CRD# 6220087) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 10 years of experience in the finance industry.
Heidi Pederson (CRD# 3179397) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 25 years of experience in the finance industry.
Ryan Pergola (CRD# 6539546) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 8 years of experience in the finance industry.
Jeffrey Pfleger (CRD# 2464217) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Coral Gables, FL and has over 25 years of experience in the finance industry.
William Pierce (CRD# 845708) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Greensboro, NC and has over 41 years of experience in the finance industry.