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 3 of 8

• Douglas Paul DreyerCRD 4007479 · West Palm Beach, FL
  Broker
• Grayson Michael DufreneCRD 2752016 · London
  IA RegisteredBroker
• Mark D DunnCRD 5917615 · Daytona Beach, FL
  IA RegisteredBroker
• Karen Ann DacekCRD 6752097 · Seattle, WA
  Broker
• Porsche DavisCRD 7725389 · Dallas, TX
  IA RegisteredBroker
• Tara Anne DavisCRD 5441665 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• William T DavisCRD 7304776 · New York, NY
  Broker
• Andrew Craig DestefanoCRD 8257331 · Newtown, PA
  Broker
• Brian Richard DeaneCRD 4718231 · Phoenix, AZ
  Broker
• Mark DenenfeldCRD 6814119 · Kalamazoo, MI
  Broker
• Ryan William DibartolomeoCRD 6662050 · Detroit, MI
  Broker
• Alexander DimentCRD 5671279 · Portland, OR
  Broker
  Disclosure event(s) on record
• Clayton Richard EblingCRD 1757231 · Plymouth Meeting, PA
  Broker
• Brent M. EdenCRD 6002600 · Atlanta, GA
  Broker
• Keith Martin EigCRD 1959016 · Bethesda, MD
  Broker
• Andrew Harry EllisonCRD 2732147 · San Rafael, CA
  Broker
• Dennis Lee EslickCRD 1139480 · Waterloo, IA
  IA RegisteredBroker
• Kathy EllisCRD 7919111 · Daytona Beach, FL
  Broker
• Christina Young EmoryCRD 7784509 · Oxnard, CA
  Broker
• William C FaassenCRD 5247408 · Tampa, FL
  IA RegisteredBroker
• James Alan FarberCRD 204376 · Omaha, NE
  Broker
• Shane David FeimanCRD 3184528 · Denver, CO
  IA RegisteredBroker
• Jennifer Lynn FitzgeraldCRD 5543858 · Richmond, VA
  Broker
• Andrew Lee FoggCRD 3014703 · Portland, OR
  Broker
• Kelly Scott FongCRD 2468087 · San Jose, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kenneth Cleere ForasteCRD 2648225 · Needham, MA
  Broker
• Ingrid Doris FrancisCRD 5642127 · San Rafael, CA
  Broker
• Robert Tyler FeeCRD 6639075 · Knoxville, TN
  IA RegisteredBroker
• David John GagnonCRD 1734379 · Danvers, MA
  BrokerRegistration inactive
  Disclosure event(s) on record
• Darren George GallawayCRD 2813844 · Irvine, CA
  Broker
• Brian Christopher GartnerCRD 5853374 · San Francisco, CA
  Broker
• Campbell Thornton GerrishCRD 807708 · New York, NY
  Broker
• William Lee GoldmanCRD 2494993 · Greenwood Village, CO
  Broker
• Allan GoldsteinCRD 1325431 · Deerfield, IL
  BrokerRegistration inactive
• Kevin James GrabowskiCRD 2651956 · Elm Grove, WI
  Broker
• David Christopher GraffagninoCRD 837677 · Daytona Beach, FL
  IA RegisteredBroker
• Thomas GraffagninoCRD 5698907 · Daytona Beach, FL
  Broker
• Andrew Paul GravesCRD 6722279 · Portland, OR
  Broker
• Scott Andrew GreenbergCRD 1523402 · Bethesda, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Neal Craig GroffCRD 1457664 · Denver, CO
  Broker
• Augusto GautierCRD 7180991 · Needham, MA
  Broker
• Brooke Shawn GeorgeCRD 4891837 · Pittsburgh, PA
  Broker
• Cameron Michael GerhardCRD 7064025 · Pittsburgh, PA
  Broker
• Luke GiordanoCRD 7065302 · New York, NY
  Broker
• Martin Bondia GobboCRD 8251266 · Bethlehem, PA
  Broker
• Roberto GomezCRD 7400887 · Portland, OR
  IA RegisteredBroker
• Benjamin Eli GreenCRD 6618415 · Bethesda, MD
  Broker
• Julie Myers GroffCRD 7250157 · Portland, OR
  Broker
• Bryan Alan HaasCRD 5826379 · Phoenix, AZ
  Broker
• Jason S HackmannCRD 4041916 · St. Louis, MO
  BrokerRegistration inactive

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.