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
Gary Borowiec (CRD# 1915936) 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.
Douglas Boschert (CRD# 2638667) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 28 years of experience in the finance industry.
Nicole Bowen (CRD# 5711710) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 9 years of experience in the finance industry.
David Briggs (CRD# 5087119) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Colorado Springs, CO and has over 16 years of experience in the finance industry.
Michael Brodowicz (CRD# 6626106) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 7 years of experience in the finance industry.
Francis Burke (CRD# 841681) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Berwyn, PA and has over 39 years of experience in the finance industry.
Jeffrey Camps (CRD# 709455) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Ketchum, ID and has over 43 years of experience in the finance industry.
Cameron Carlson (CRD# 40720) 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.
Melanie Carpenter (CRD# 4257342) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 18 years of experience in the finance industry.
Richard Chaffee (CRD# 44040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Minnetonka, MN and has over 25 years of experience in the finance industry.