M Holdings Securities, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

43285

SEC number

801-57304

Firm type

RIA

Assets under management

$3.2B as of Mar 31, 2026

Website

mfin.com/M-SECURITIES ↗

Phone

800-656-6960

Address

1125 N.W. Couch Street, Portland, OR, 97209

Advisors at this firm

382 in our index · page 1 of 8

• Michael Morrison AcromiteCRD 7132055 · London
  Broker
• Maria Salome AgueroCRD 1072475 · Coral Gables, FL
  Broker
• Vivian Salome AgueroCRD 1296629 · Coral Gables, FL
  Broker
• Angela Vanover AkersCRD 4274314 · Roanoke, VA
  Broker
• Kathleen Fox AllenCRD 4906541 · Bedford, NJ
  IA RegisteredBroker
• Andrea Marie Altnow BoserCRD 4947150 · Timonium, MD
  Broker
• Gerald Irving ApplefieldCRD 1022428 · Charlotte, NC
  Broker
• Lisa L ArcuriaCRD 3116803 · Westlake Village, CA
  Broker
• Elizabeth AguilarCRD 7726838 · Moosic, PA
  Broker
• Brandon Robert AllainCRD 6366428 · Charlotte, NC
  IA RegisteredBroker
• Lucas Simon AllenCRD 7897700 · West Hartford, CT
  Broker
• Jake AndlCRD 7006129 · Portland, OR
  IA RegisteredBroker
• Cem AtaoguzCRD 6958421 · Portland, OR
  Broker
• Lorrie Annh BaldeviaCRD 4178122 · Seattle, WA
  Broker
• Jeffrey Charles BarefootCRD 1195222 · Perrysburg, OH
  IA RegisteredBroker
• Rooney BarkerCRD 868734 · Highland, IL
  BrokerRegistration inactive
• John Marion BarryCRD 1189629 · Charlotte, NC
  Broker
• Meghan BeachCRD 5323434 · Cincinnati, OH
  Broker
• Jeffrey Scott BearCRD 1426717 · Portland, OR
  Broker
• Michael David BensonCRD 1058651 · Naples, FL
  Broker
• Janine Marie BentCRD 2771030 · Needham, MA
  Broker
• Jeffery William BirdCRD 1673431 · Minneapolis, MN
  IA RegisteredBroker
• Brian Daniel BobeckCRD 4890829 · Allentown, PA
  IA RegisteredBroker
• Gary BorowiecCRD 1915936 · Madison, NJ
  IA RegisteredBroker
• Douglas Mark BoschertCRD 2638667 · Covington, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• James Stephen BosleyCRD 4498362 · Newport Beach, CA
  Broker
• John Radcliffe BoulwareCRD 4444811 · Portland, OR
  Broker
• Amy Annette BrownCRD 4816201 · Omaha, NE
  BrokerRegistration inactive
• Michael Fitzgerald BugbeeCRD 4793297 · Phoenix, AZ
  Broker
• Shauna K BurdickCRD 4801873 · Newport Beach, CA
  Broker
• Robert Francis BurgioCRD 4638946 · Charlotte, NC
  Broker
• Connor Patrick BurkeCRD 5952279 · Shreveport, LA
  IA RegisteredBroker
• Francis Dewey BurkeCRD 841681 · Berwyn, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Franklin ByersCRD 2653460 · Birmingham, AL
  Broker
• Blake Tanner BarensCRD 7171878 · Oxnard, CA
  Broker
• Michael Leonard BarskyCRD 2643399 · Bethesda, MD
  Broker
• Jeffry Alan BartosicCRD 14183 · Appleton, WI
  Broker
• Thadius BeaversCRD 5324814 · Dallas, TX
  IA RegisteredBroker
• Connor BenchCRD 7280324 · Seattle, WA
  Broker
• Charles Ellsworth BergamoCRD 6190768 · Pittsburgh, PA
  Broker
• Andrew George BestCRD 6511066 · Orlando, FL
  Broker
• Adam D BetzCRD 5149920 · Greenbelt, MD
  Broker
• Kristina Mary-Louise BirgeCRD 6661631 · Omaha, NE
  BrokerRegistration inactive
• Christopher BlankeCRD 3091851 · Dallas, TX
  IA RegisteredBroker
• Alexander Michael BorowiecCRD 7759863 · Morristown, NJ
  IA RegisteredBroker
• Nicole Rae BowenCRD 5711710 · Portland, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• James Justin BrownleeCRD 5082768 · Portland, OR
  Broker
• Patricia BrunettiCRD 2610430 · Red Bank, NJ
  Broker
• Nicholas Joseph BurnettCRD 6974353 · Oxnard, CA
  BrokerRegistration inactive
• Sandralee Mary BuynarCRD 7482808 · Newport Beach, CA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.