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 2 of 8

• Kathryn Marie ByronCRD 6211839 · Charlotte, NC
  Broker
• Richard Bancroft CammackCRD 1493341 · Minneapolis, MN
  Broker
• Dale Lee CammonCRD 812550 · St. Louis, MO
  Broker
• Roger Ervon CammonCRD 1055486 · St. Louis, MO
  IA RegisteredBroker
• Jeffrey Lowell CampsCRD 709455 · Ketchum, ID
  IA RegisteredBroker
• Cameron Mark CarlsonCRD 40720 · Petaluma, CA
  BrokerRegistration inactive
• Constance Louise CarrollCRD 4161714 · Seattle, WA
  Broker
• Richard Johnson ChaffeeCRD 44040 · Minnetonka, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Scott ChalmersCRD 2520576 · Phoenix, AZ
  Broker
• Reuben Kengshin ChenCRD 1906397 · San Jose, CA
  IA RegisteredBroker
• Howard H ChengCRD 4561585 · San Jose, CA
  IA RegisteredBroker
• Jason David ChristianCRD 6107516 · Dallas, TX
  Broker
• Daniel E ChurchCRD 5153175 · Irvine, CA
  Broker
• Michael Wayne ClarkCRD 47737 · Northfield, IL
  IA RegisteredBroker
• James Marvin ClaryCRD 2081542 · Scottsdale, AZ
  Broker
• James Edward ClearyCRD 2135040 · Littleton, CO
  IA RegisteredBroker
• Donna Diamond ClementeCRD 2797515 · Uniondale, NY
  IA RegisteredBroker
• Daphne A Cline-BoyleCRD 4559660 · Walnut Creek, CA
  Broker
• Adam Charles CloughCRD 7153322 · London
  IA RegisteredBroker
• Milton Herbert CohnCRD 840000 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean Anthony ConroyCRD 5819338 · Santa Barbara, CA
  Broker
• Owen CookCRD 1906358 · Dallas, TX
  IA RegisteredBroker
• Amy Lynn CooperCRD 5185551 · Corunna, MI
  IA RegisteredBroker
• Michael Edward CorriganCRD 865125 · Santa Barbara, CA
  Broker
• Cailen O'neill Corrigan ConroyCRD 5839812 · Santa Barbara, CA
  Broker
• David Alan CulleyCRD 1027501 · Atlanta, GA
  Broker
• Jeffrey Michael CurrieCRD 4548020 · Dallas, TX
  Broker
• Cynthia Marie CzajkaCRD 2336503 · Chicago, IL
  Broker
• Tiffany Symone CalderCRD 7530495 · Dallas, TX
  Broker
• Austin CannonCRD 6898517 · Dallas, TX
  IA RegisteredBroker
• Katie CarlsonCRD 5055997 · Phoenix, AZ
  IA Registered
  Disclosure event(s) on record
• Caroline Teague ChapmanCRD 8145022 · Houston, TX
  Broker
• James David ChapmanCRD 6978414 · Detroit, MI
  IA RegisteredBroker
• Kelsey M ContadinoCRD 6110996 · Cincinnati, OH
  Broker
• Sheila Ann CooperCRD 2064620 · Oxnard, CA
  Broker
• Joshua Stephen CrockerCRD 6718702 · Portland, OR
  Broker
• Samantha CunninghamCRD 6812424 · Bethlehem, PA
  BrokerRegistration inactive
• Eric G CurtisCRD 8010024 · Timonium, MD
  Broker
• Leslie Ann DarrigoCRD 2761420 · Tampa, FL
  Broker
• Jack Robert DaviesCRD 8069918 · London
  IA RegisteredBroker
• Jeffrey Lee DavisCRD 2187246 · Irvine, CA
  Broker
  Disclosure event(s) on record
• John William DedominicCRD 2225779 · San Rafael, CA
  Broker
• Michael Kenneth DepasqualeCRD 1963682 · Madison, NJ
  IA RegisteredBroker
• Joseph M DerosaCRD 2393546 · Daytona Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joel David DesjardinsCRD 4614827 · Needham, MA
  Broker
• Brigette B DinicolaCRD 4930503 · Needham, MA
  Broker
• Amy Shauna DonaldsonCRD 4277681 · Atlanta, GA
  Broker
• Douglas David DoughtyCRD 3215832 · Houston, TX
  Broker
• Richard DouglasCRD 5945756 · Birmingham, AL
  Broker
• Jay Barton DowneyCRD 2821146 · Champaign, IL
  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.