Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Denver, A to Z.
The short answer
4 registered advisors work at M Holdings Securities, Inc. in Denver, out of 161 at the firm nationwide; it ranks number 99 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Denver, A to Z
Every M Holdings Securities, Inc. advisor →- Keith R. FisherAlso a broker rep
- Spencer A. FugitaAlso a broker rep
- Sean M. LorenzCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Adam L. TruittCertified Financial Planner · Also a broker rep
M Holdings Securities, Inc. advisors in every city and state →M Holdings Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
M Holdings Securities, Inc. advisors in other cities
Portland, OR 31Dallas, TX 13Tampa, FL 6Detroit, MI 5Daytona Beach, FL 4Kalamazoo, MI 4Prairie Village, KS 4Allentown, PA 3Berwyn, PA 3Chattanooga, TN 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3Northfield, IL 3
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32
Questions
How many financial advisors does M Holdings Securities, Inc. have in Denver?
4 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is M Holdings Securities, Inc. one of the largest advisor employers in Denver?
M Holdings Securities, Inc. ranks number 99 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.
How do I check a M Holdings Securities, Inc. advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the M Holdings Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.