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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Detroit, MI

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

The short answer

5 registered advisors work at M Holdings Securities, Inc. in Detroit, out of 161 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Detroit, 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 6Daytona 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 Detroit

All Detroit advisors →

Signal Advisors Wealth, LLC 18Bricktown Capital, LLC 8Plante Moran Financial Advisors 8J.P. Morgan Securities LLC 3Paragon Investing, LLC 3UBS Financial Services Inc. 3

Questions

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

5 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Detroit, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

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

M Holdings Securities, Inc. ranks number 4 in Detroit by registered advisors; Signal Advisors Wealth, LLC has the most, with 18.

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

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.