Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Portland, A to Z.
The short answer
31 registered advisors work at M Holdings Securities, Inc. in Portland, out of 161 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 29 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Portland, A to Z
Every M Holdings Securities, Inc. advisor →- Brandon R. AllainAlso a broker rep
- Kathleen F. AllenAlso a broker rep
- Jake AndlAlso a broker rep
- Gary BorowiecChartered Financial Consultant · Also a broker rep
- Nicole R. BowenAlso a broker rep
- Melanie L. CarpenterAlso a broker rep
- Reuben K. ChenCertified Financial Planner · Also a broker rep
- Michael K. DepasqualeAlso a broker rep
- Carl W. DoerschlerAlso a broker rep
- Roberto GomezAlso a broker rep
- Douglas M. HallAlso a broker rep
- Vernon W. Holleman IIIAlso a broker rep
- Jill A. IngersollAlso a broker rep
- Kurt N. KnoessAlso a broker rep
- Francis J. Lojewski Jr.Chartered Financial Consultant · Also a broker rep
- Eugene F. LovascoAlso a broker rep
- Travis S. McCurryAlso a broker rep
- Thomas J. McDowellAlso a broker rep
- Ryan McLainAlso a broker rep
- Lenia V. MuroAlso a broker rep
- Raymond C. NashAlso a broker rep
- Joseph A. PalmaAlso a broker rep
- John M. PollockAlso a broker rep
- Donald B. PortellChartered Financial Consultant · Also a broker rep
- Donstan B. PortellAlso a broker rep
- Korbett L. RobertsAlso a broker rep
- Michael S. SchoonmakerAlso a broker rep
- Cory J. ShaverInvestment adviser rep
- Gabrielle ThomasAlso a broker rep
- William H. WebsterChartered Financial Consultant · Also a broker rep
- John H. WendlandInvestment adviser 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
Dallas, 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 3Northfield, IL 3
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29J.P. Morgan Securities LLC 25Strategic Advisers LLC 25Coldstream Wealth Management 23
Questions
How many financial advisors does M Holdings Securities, Inc. have in Portland?
31 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 1 list the CFP designation and 29 are also registered as broker representatives.
Is M Holdings Securities, Inc. one of the largest advisor employers in Portland?
M Holdings Securities, Inc. ranks number 10 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a M Holdings Securities, Inc. advisor in Portland?
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.