Advisor at M Holdings Securities, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M Holdings Securities, INC.
Location
Highland, IL 62249
Credentials
ChFC®, Series 63, Series 65
Industry experience
34 years
Flat fees possible for specific financial plans or consulting, negotiated with Financial Professional
$0 - $1,000,000: 1.30% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.20% $5,000,001 - $10,000,000: 1.10% $10,000,001+: 1.05%
Hourly charges reported but specific rates not clearly stated in brochure
Account minimum: $10,000 Fee-only: Financial Planning / Consulting services offered with negotiated fees; advisory fees based on assets or negotiated
DBP Wealth Advisory Group, LLC
2021 - Present (5 years)
M Holdings Securities, Inc.
2012 - Present (14 years)
Portell Financial Services
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Shiloh, IL
Edward Jones
Series 66
Aviston, IL
Edward Jones
Series 63, Series 66
Shiloh, IL
Fidelity
Kyle Corley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial planning strategies. He emphasizes establishing trust and understanding to create plans tailored to each client's individual circumstances and monitors these plans to adapt to changes over time. Kyle's professional experience includes roles as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, spanning from 2024 to the present. Prior to that, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024. Outside of his professional responsibilities, Kyle has interests in board games, cars, fitness, and football.
CFP®, Series 66
Edwardsville, IL
Edward Jones
Series 66
Highland, IL
Edward Jones
Series 66
Troy, IL
Edward Jones
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