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
Carl Doerschler (CRD# 2917173) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Mattawan, MI and has over 26 years of experience in the finance industry.
Jason Duffy (CRD# 4442932) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Rochelle Park, NJ and has over 22 years of experience in the finance industry.
Grayson Dufrene (CRD# 2752016) is an Investment Advisor Representative working at M Holdings Securities, Inc. in London, and has over 18 years of experience in the finance industry.
Mark Dunn (CRD# 5917615) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Daytona Beach, FL and has over 11 years of experience in the finance industry.
Keith Ehinger (CRD# 5758524) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 9 years of experience in the finance industry.
Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 40 years of experience in the finance industry.
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.
William Faassen (CRD# 5247408) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Tampa, FL and has over 17 years of experience in the finance industry.
David Fain (CRD# 4579798) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Seattle, WA and has over 21 years of experience in the finance industry.
Thomas Fanning (CRD# 5683053) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Woodbury, NY and has over 13 years of experience in the finance industry.