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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Daytona Beach, FL

Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Daytona Beach, A to Z.

The short answer

4 registered advisors work at M Holdings Securities, Inc. in Daytona Beach, out of 161 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Daytona Beach, A to Z

Every M Holdings Securities, Inc. advisor →

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 5Denver, CO 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 Daytona Beach

All Daytona Beach advisors →

Ameriprise Financial Services, LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Wells Fargo Clearing Services, LLC 12Stifel, Nicolaus & Company, Incorporated 10Firstrust 5Keyes, Stange & Wooten Wealth Management, LLC 5Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 3

Questions

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

4 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Daytona Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is M Holdings Securities, Inc. one of the largest advisor employers in Daytona Beach?

M Holdings Securities, Inc. ranks number 7 in Daytona Beach by registered advisors; Ameriprise Financial Services, LLC has the most, with 15.

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

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.