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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Florida

Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Florida, by city and A to Z.

The short answer

19 registered advisors work at M Holdings Securities, Inc. in Florida, out of 161 nationwide; it's the firm's number 2 state by advisors, and the most are in Tampa (5). 6 list the CFP designation and 18 are also registered broker representatives.

M Holdings Securities, Inc. advisors by city in Florida

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

M Holdings Securities, Inc. advisors in Florida, A to Z

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M Holdings Securities, Inc. advisors in every state →M Holdings Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

M Holdings Securities, Inc. in other states

Oregon 28Texas 14Michigan 12California 11Pennsylvania 8Ohio 6Illinois 5North Carolina 5Tennessee 5Colorado 4Kansas 4New Jersey 4Delaware 3Kentucky 3Minnesota 3Nebraska 3Washington 3

Questions

How many M Holdings Securities, Inc. financial advisors are in Florida?

19 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 161 at the firm nationwide. 6 list the CFP designation and 18 are also registered as broker representatives.

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

Tampa, with 5, then Daytona Beach (4). M Holdings Securities, Inc. has advisors in 8 cities in Florida.

How do I check a M Holdings Securities, Inc. advisor in Florida?

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.