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Start your Watchlist51-100 of its clients receive financial planning services.
M Holdings Securities, Inc. reports charging a percentage of the assets they manage for you, hourly charges and commissions.
Note: this firm can be paid commissions on products it sells, which is a conflict of interest worth asking about.
M Holdings Securities, Inc. answered yes to 5 of the disciplinary questions on Form ADV Item 11. A disclosure is not by itself a finding of wrongdoing, and it may relate to the firm or to a person associated with it, sometimes many years ago.
Read the full detail in the firm’s official SEC record before drawing any conclusion.
Every figure on this page is taken from M Holdings Securities, Inc.’s own Form ADV Part 1 filing with the SEC, last filed March 31, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.
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