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
Robert Plybon (CRD# 364761) 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.
John Pollock (CRD# 3094917) 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.
Donald Portell (CRD# 2027214) 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.
Charles Provow (CRD# 709844) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Murfreesboro, TN and has over 36 years of experience in the finance industry.
Francis Queally (CRD# 1040983) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Stamford, CT and has over 27 years of experience in the finance industry.
Thomas Rapp (CRD# 1792438) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Morristown, NJ and has over 27 years of experience in the finance industry.
Christopher Relos (CRD# 4719442) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Greensboro, NC and has over 20 years of experience in the finance industry.
Korbett Roberts (CRD# 4504758) 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.
Dov Robinson (CRD# 4830840) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Skokie, IL and has over 19 years of experience in the finance industry.
Louis Roedersheimer (CRD# 5806966) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 13 years of experience in the finance industry.