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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Cleveland, OH

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

The short answer

2 registered advisors work at M Holdings Securities, Inc. in Cleveland, out of 161 at the firm nationwide; it ranks number 44 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Cleveland, 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 Cleveland

All Cleveland advisors →

Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17

Questions

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

2 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Cleveland, Ohio, 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 Cleveland?

M Holdings Securities, Inc. ranks number 44 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.

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

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.