Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Allentown, PA
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Allentown, A to Z.
The short answer
3 registered advisors work at M Holdings Securities, Inc. in Allentown, out of 161 at the firm nationwide; it ranks number 30 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Allentown, A to Z
Every M Holdings Securities, Inc. advisor →- Brian D. BobeckChartered Financial Consultant · Also a broker rep
- Rachel C. LowerChartered Financial Consultant · Also a broker rep
- Donna M. WanamakerChartered Financial Consultant · 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 4Berwyn, PA 3Chattanooga, TN 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3Northfield, IL 3
Other firms in Allentown
All Allentown advisors →Wells Fargo Clearing Services, LLC 52Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 30MML Investors Services, LLC 20Pfs Investments Inc. 20Ameriprise Financial Services, LLC 19Captrust 17Osaic Wealth, Inc. 15Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Global Retirement Partners LLC 7
Questions
How many financial advisors does M Holdings Securities, Inc. have in Allentown?
3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Allentown, Pennsylvania, 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 Allentown?
M Holdings Securities, Inc. ranks number 30 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.
How do I check a M Holdings Securities, Inc. advisor in Allentown?
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.