Financial ADVSR advisor directory · SEC adviser records
M Holdings Securities, Inc. financial advisors in Berwyn, PA
Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Berwyn, A to Z.
The short answer
3 registered advisors work at M Holdings Securities, Inc. in Berwyn, out of 161 at the firm nationwide; it ranks number 16 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
M Holdings Securities, Inc. advisors in Berwyn, A to Z
Every M Holdings Securities, Inc. advisor →- Francis D. Burke Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Shane M. JohnsonChartered Financial Consultant · Also a broker rep
- Matthew C. MayerCertified Financial Planner · 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 4Allentown, PA 3Chattanooga, TN 3Coral Gables, FL 3Covington, KY 3Greensboro, NC 3Newark, DE 3Northfield, IL 3
Other firms in Berwyn
All Berwyn advisors →Great Valley Advisor Group, LLC 76Morgan Stanley 37Envestnet Pmc 34LPL Financial LLC 19Ellis Investment Partners, LLC 14Orion Portfolio Solutions, LLC 12Sequoia Financial Group, L.L.C. 10Ac Wealth Partners 6Bryn Mawr Trust Advisors, LLC 6Sterling Investment Advisors Ltd. 6Gallagher Fiduciary Advisors, LLC 5Jacobi Capital Management, LLC 5
Questions
How many financial advisors does M Holdings Securities, Inc. have in Berwyn?
3 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Berwyn, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is M Holdings Securities, Inc. one of the largest advisor employers in Berwyn?
M Holdings Securities, Inc. ranks number 16 in Berwyn by registered advisors; Great Valley Advisor Group, LLC has the most, with 76.
How do I check a M Holdings Securities, Inc. advisor in Berwyn?
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.