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
Series 66
Industry experience
6 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
2021 - Present (5 years)
M Holdings Securities, INC.
2019 - Present (7 years)
Portell Financial Service
2019 - 2021 (2 years)
St. Louis Cardinals, LLC.
2018 - 2019 (1 year)
Full-Time Education Univeristy of Illinois Urbana-Champaign
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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