Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Covington, KY
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Covington, A to Z.
The short answer
3 registered advisors work at M Holdings Securities, Inc. in Covington, out of 161 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Covington, A to Z
Every M Holdings Securities, Inc. advisor →- Douglas M. BoschertAlso a broker rep
- Mariann P. McDermottCertified Financial Planner · Also a broker rep
- Louis R. Roedersheimer Jr.Certified Financial Planner · Also 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 4Prairie Village, KS 4Allentown, PA 3Berwyn, PA 3Chattanooga, TN 3Coral Gables, FL 3Greensboro, NC 3Newark, DE 3Northfield, IL 3
Other firms in Covington
All Covington advisors →Strategic Advisers LLC 579Journey Advisory Group, LLC 10Legacy Financial Advisors, Inc. 7Renaissance Investment Management 6LPL Financial LLC 4Raymond James & Associates, Inc. 4Cwm, LLC 3
Questions
How many financial advisors does M Holdings Securities, Inc. have in Covington?
3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Covington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is M Holdings Securities, Inc. one of the largest advisor employers in Covington?
M Holdings Securities, Inc. ranks number 8 in Covington by registered advisors; Strategic Advisers LLC has the most, with 579.
How do I check a M Holdings Securities, Inc. advisor in Covington?
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.