M Holdings Securities, Inc.
M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $3,932,369,637 in 10,065 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management3,932MILLION
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Total Number of Accounts10,065ACCOUNTS
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Average Account Value$390,697
- 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
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.
James Chapman (CRD# 6978414) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Detroit, MI and has over 4 years of experience in the finance industry.
Reuben Chen (CRD# 1906397) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 33 years of experience in the finance industry.
James Cheney (CRD# 45355) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Chattanooga, TN and has over 40 years of experience in the finance industry.
Howard Cheng (CRD# 4561585) is an Investment Advisor Representative working at M Holdings Securities, Inc. in San Jose, CA and has over 21 years of experience in the finance industry.
Michael Clark (CRD# 47737) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Northfield, IL and has over 29 years of experience in the finance industry.
James Cleary (CRD# 2135040) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Littleton, CO and has over 32 years of experience in the finance industry.
Donna Clemente (CRD# 2797515) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Uniondale, NY and has over 27 years of experience in the finance industry.