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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Michigan

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

The short answer

11 registered advisors work at M Holdings Securities, Inc. in Michigan, out of 161 nationwide; it's the firm's number 4 state by advisors, and the most are in Kalamazoo (5). 2 list the CFP designation and 9 are also registered broker representatives.

M Holdings Securities, Inc. advisors by city in Michigan

Every firm in Michigan →

Kalamazoo 5Detroit 4Mattawan 2South Lyon 1

M Holdings Securities, Inc. advisors in Michigan, 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 28Florida 18Texas 14California 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 Michigan?

11 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 161 at the firm nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

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

Kalamazoo, with 5, then Detroit (4). M Holdings Securities, Inc. has advisors in 4 cities in Michigan.

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

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.