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Principal Financial Officer · M Holdings Securities, Inc.

Maria Renee Rogers

CRD 2442526 · Named on Form ADV at one SEC-registered adviser

At a glance

M Holdings Securities, Inc., an SEC-registered broker-dealer firm based in Portland, OR with $3.2 billion in regulatory assets, lists Maria Renee Rogers on its Form ADV as Principal Financial Officer.

Firms and roles

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Maria’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.