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).

By the Numbers
  • Total Assets Under Management
    3,932
    MILLION
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at M Holdings Securities, Inc.
Showing 21 - 30 of 216 top financial advisors.
21
Cameron M. Carlson
CRD#: 40720
1125 N.w. Couch Street, Suite 900, Portland, OR 97209

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.

22
Melanie L. Carpenter
CRD#: 4257342
1125 N.w. Couch Street, Suite 900, Portland, OR 97209

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.

23
Richard J. Chaffee
CRD#: 44040
11100 Wayzata Blvd Ste 220, Minnetonka, MN 55305

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.

24
James D. Chapman
CRD#: 6978414
One Woodward Ave., Ste 1500, Detroit, MI 48226

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.

25
Reuben K. Chen
CRD#: 1906397
1125 N.w. Couch Street, Suite 900, Portland, OR 97209

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.

26
James A. Cheney
CRD#: 45355
6756 Executive Oak Lane, Chattanooga, TN 37421

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.

27
Howard H. Cheng
CRD#: 4561585
2635 N First St. #201, San Jose, CA 95134

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.

28
Michael W. Clark
CRD#: 47737
1 Northfield Plaza, Suite 430, Northfield, IL 60093

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.

29
James E. Cleary
CRD#: 2135040
13986 W. Bowles Avenue, Suite 200, Littleton, CO 80127

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.

30
Donna D. Clemente
CRD#: 2797515
725 Rxr Plaza - East Tower, Uniondale, NY 11556

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.

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