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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Tampa, FL

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

The short answer

6 registered advisors work at M Holdings Securities, Inc. in Tampa, out of 161 at the firm nationwide; it ranks number 65 in the city by advisors. 3 list the CFP designation and 6 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Tampa, 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 13Detroit, MI 5Daytona Beach, FL 4Denver, 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 Tampa

All Tampa advisors →

Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56

Questions

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

6 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 3 list the CFP designation and 6 are also registered as broker representatives.

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

M Holdings Securities, Inc. ranks number 65 in Tampa by registered advisors; Fisher Investments has the most, with 374.

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

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.