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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Northfield, IL

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

The short answer

3 registered advisors work at M Holdings Securities, Inc. in Northfield, out of 161 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Northfield, 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 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 3

Other firms in Northfield

All Northfield advisors →

Bernardi Asset Management, LLC 12LPL Financial LLC 8Mack Investment Securities, Inc. 6Ameriprise Financial Services, LLC 4The Planning Group 4Belpointe Asset Management LLC 3Momentum Wealth Management 3Treetop Wealth Management, LLC 3

Questions

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

3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Northfield, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

M Holdings Securities, Inc. ranks number 7 in Northfield by registered advisors; Bernardi Asset Management, LLC has the most, with 12.

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

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.