M HOLDINGS SECURITIES, INC.

PORTLAND, Oregon·18 registered advisors·CRD# 43285
SEC# 801-57304105800-656-6960
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
706
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at M HOLDINGS SECURITIES, INC.

18 registered advisors
Brian Bruce Bristow
PORTLAND, Oregon
David Michael Kittredge
PORTLAND, Oregon
David Walter Schutt
PORTLAND, Oregon
Frank Edmund Day
PORTLAND, Oregon
Hope Noelle Alabi
PORTLAND, Oregon
Jeff P Struthers
PORTLAND, Oregon
Jennifer Marie Tucker
PORTLAND, Oregon
Jill Ellen Ehret
PORTLAND, Oregon
Katherine Joyce Anderson
PORTLAND, Oregon
Kenneth Dale Stephens
PORTLAND, Oregon
Kenneth Ray Ehinger
PORTLAND, Oregon
Kevin Bruce Kukar
PORTLAND, Oregon
Laura Elizabeth Haney-Jackson
PORTLAND, Oregon
Maria Renee Rogers
PORTLAND, Oregon
Michael Ski Schoonmaker
PORTLAND, Oregon
Randall Mark O'connor
PORTLAND, Oregon
Robert David Watros
PORTLAND, Oregon
Sara Jane Andres
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
18 advisors

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Data sourced from SEC Form ADV filings. M HOLDINGS SECURITIES, INC. (CRD# 43285) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.