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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Greensboro, NC

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

The short answer

3 registered advisors work at M Holdings Securities, Inc. in Greensboro, out of 161 at the firm nationwide; it ranks number 48 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Greensboro, 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 3Newark, DE 3Northfield, IL 3

Other firms in Greensboro

All Greensboro advisors →

LPL Financial LLC 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 39Wells Fargo Clearing Services, LLC 29Edward Jones 26Valic Financial Advisors, Inc. 22Ameriprise Financial Services, LLC 21Strategic Advisers LLC 16Smith Salley Wealth Management 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 13Truist Advisory Services, Inc. 13Stifel, Nicolaus & Company, Incorporated 12

Questions

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

3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Greensboro, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

M Holdings Securities, Inc. ranks number 48 in Greensboro by registered advisors; LPL Financial LLC has the most, with 43.

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

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.