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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Oregon

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

The short answer

31 registered advisors work at M Holdings Securities, Inc. in Oregon, out of 161 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (28). 1 list the CFP designation and 29 are also registered broker representatives.

M Holdings Securities, Inc. advisors by city in Oregon

Every firm in Oregon →

Portland 28

M Holdings Securities, Inc. advisors in Oregon, 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

Florida 18Texas 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 Oregon?

31 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 161 at the firm nationwide. 1 list the CFP designation and 29 are also registered as broker representatives.

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

Portland, with 28. M Holdings Securities, Inc. has advisors in 1 city in Oregon.

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

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.