Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Prairie Village, KS
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Prairie Village, A to Z.
The short answer
4 registered advisors work at M Holdings Securities, Inc. in Prairie Village, out of 161 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Prairie Village, A to Z
Every M Holdings Securities, Inc. advisor →- Carter W. HowesInvestment adviser rep
- William M. McInnesInvestment adviser rep
- William E. StoddartAlso a broker rep
- Lance A. ZimmermanAlso a broker rep
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 4Allentown, PA 3Berwyn, PA 3Chattanooga, TN 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3Northfield, IL 3
Other firms in Prairie Village
All Prairie Village advisors →Fortis Capital Advisors, LLC 30Edward Jones 21LPL Financial LLC 9
Questions
How many financial advisors does M Holdings Securities, Inc. have in Prairie Village?
4 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Prairie Village, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.
Is M Holdings Securities, Inc. one of the largest advisor employers in Prairie Village?
M Holdings Securities, Inc. ranks number 4 in Prairie Village by registered advisors; Fortis Capital Advisors, LLC has the most, with 30.
How do I check a M Holdings Securities, Inc. advisor in Prairie Village?
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.