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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors

Every SEC-registered investment adviser representative at M Holdings Securities, Inc., by the state and city of the office they work from.

The short answer

161 registered advisors work at M Holdings Securities, Inc., in 30 states and 63 cities; the most are in Portland, OR (28). 22 list the CFP designation and 150 are also registered broker representatives.

Search every M Holdings Securities, Inc. advisor by name →Who joined and left M Holdings Securities, Inc. →M Holdings Securities, Inc.: assets, clients and custodians →

Cities with the most M Holdings Securities, Inc. advisors

Portland, OR 28Dallas, TX 12Kalamazoo, MI 5Tampa, FL 5Allentown, PA 4Daytona Beach, FL 4Denver, CO 4Detroit, MI 4Prairie Village, KS 4Berwyn, PA 3Chattanooga, TN 3Cleveland, OH 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3Northfield, IL 3Omaha, NE 3San Jose, CA 3Seattle, WA 3Bethesda, MD 2Birmingham, AL 2Charlotte, NC 2Mattawan, MI 2Morristown, NJ 2Naples, FL 2New Albany, OH 2Shreveport, LA 2Skokie, IL 2Uniondale, NY 2

M Holdings Securities, Inc. advisors by state

M Holdings Securities, Inc. in Oregon 28

Portland 28

M Holdings Securities, Inc. in Florida 18

Tampa 5Daytona Beach 4Coral Gables 3Naples 2Fort Myers 1Miami 1Orlando 1Reunion 1

M Holdings Securities, Inc. in Texas 14

Dallas 12Austin 1El Paso 1

M Holdings Securities, Inc. in Michigan 12

Kalamazoo 5Detroit 4Mattawan 2South Lyon 1

M Holdings Securities, Inc. in California 11

San Jose 3Atherton 1Corona Del Mar 1Irvine 1San Juan Capistrano 1San Rafael 1Torrance 1West Covina 1Westlake Village 1

M Holdings Securities, Inc. in Pennsylvania 8

Allentown 4Berwyn 3Pittsburgh 1

M Holdings Securities, Inc. in Ohio 6

Cleveland 3New Albany 2Perrysburg 1

M Holdings Securities, Inc. in Illinois 5

Northfield 3Skokie 2

M Holdings Securities, Inc. in North Carolina 5

Greensboro 3Charlotte 2

M Holdings Securities, Inc. in Tennessee 5

Chattanooga 3Knoxville 1Nashville 1

M Holdings Securities, Inc. in Colorado 4

Denver 4

M Holdings Securities, Inc. in Kansas 4

Prairie Village 4

M Holdings Securities, Inc. in New Jersey 4

Morristown 2Madison 1Rochelle Park 1

M Holdings Securities, Inc. in Delaware 3

Newark 3

M Holdings Securities, Inc. in Kentucky 3

Covington 3

M Holdings Securities, Inc. in Minnesota 3

Eden Prairie 1Minneapolis 1Minnetonka 1

M Holdings Securities, Inc. in Nebraska 3

Omaha 3

M Holdings Securities, Inc. in Washington 3

Seattle 3

M Holdings Securities, Inc. in Alabama 2

Birmingham 2

M Holdings Securities, Inc. in Iowa 2

Waterloo 2

M Holdings Securities, Inc. in Louisiana 2

Shreveport 2

M Holdings Securities, Inc. in Maryland 2

Bethesda 2

M Holdings Securities, Inc. in New York 2

Uniondale 2

M Holdings Securities, Inc. in Arizona 1

Phoenix 1

M Holdings Securities, Inc. in Connecticut 1

Stamford 1

M Holdings Securities, Inc. in Massachusetts 1

Boston 1

M Holdings Securities, Inc. in Missouri 1

St. Louis 1

M Holdings Securities, Inc. in South Carolina 1

Myrtle Beach 1

M Holdings Securities, Inc. in Utah 1

Lehi 1

M Holdings Securities, Inc. in Wyoming 1

Jackson 1

Questions

How many financial advisors does M Holdings Securities, Inc. have?

161 investment adviser representatives are registered with M Holdings Securities, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 30 states and 63 cities. 22 list the CFP designation and 150 are also registered as broker representatives.

Where does M Holdings Securities, Inc. have the most advisors?

Portland, OR, with 28 registered advisors, then Dallas, TX (12). By state, Oregon has the most, with 28.

How do I find a M Holdings Securities, Inc. financial advisor near me?

Pick your state below, then your city, to see every M Holdings Securities, Inc. advisor registered at an office there. Each one 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. An advisor registered at M Holdings Securities, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →