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Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Dallas, TX

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

The short answer

13 registered advisors work at M Holdings Securities, Inc. in Dallas, out of 161 at the firm nationwide; it ranks number 57 in the city by advisors. 0 list the CFP designation and 13 are also registered broker representatives.

M Holdings Securities, Inc. advisors in Dallas, 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 31Tampa, 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 Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

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

13 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 161 nationwide. 0 list the CFP designation and 13 are also registered as broker representatives.

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

M Holdings Securities, Inc. ranks number 57 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

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

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.