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 5 of 8

• Andrew J KelleherCRD 7890433 · Skokie, IL
  Broker
• Mark Wayne KelleyCRD 4447318 · Dallas, TX
  Broker
• Shannon KichlineCRD 5126977 · Bethlehem, PA
  Broker
• David James KleinCRD 4343839 · Glen Rock, NJ
  Broker
• Rex Lance KohlCRD 811403 · Eden Prairie, MN
  IA RegisteredBroker
• Mary Beth LangCRD 4408477 · Pittsburgh, PA
  Broker
• John Blake LawsonCRD 2725918 · Austin, TX
  IA RegisteredBroker
• Teddy Kwokong LeongCRD 1894763 · Portland, OR
  Broker
• Peter Harold LesterCRD 2725961 · Timonium, MD
  Broker
• Rina LeviCRD 4485871 · Newport Beach, CA
  Broker
• April Dotty LewisCRD 3192482 · Charlotte, NC
  Broker
• Francis John LojewskiCRD 2330579 · Swarthmore, PA
  IA RegisteredBroker
• Sean M LorenzCRD 6289924 · Denver, CO
  IA RegisteredBroker
• Eugene Frank LovascoCRD 853682 · Detroit, MI
  IA RegisteredBroker
• Alyssa Marie LoveallCRD 7085108 · Moosic, PA
  Broker
• Jennifer Lee LovellCRD 5217462 · Cleveland, OH
  Broker
• Rachel Cynthia LowerCRD 4506515 · Allentown, PA
  IA RegisteredBroker
• Christian LysingerCRD 6314108 · New York, NY
  Broker
• Kory LenzCRD 6113786 · Tampa, FL
  IA RegisteredBroker
• Rohe LevyCRD 4233883 · San Diego, CA
  Broker
• Jonathan Mark LiebeskindCRD 2955414 · Needham, MA
  Broker
• Rita M MackeCRD 5964294 · Cincinnati, OH
  Broker
• Theresa Marie MacphersonCRD 4952631 · Portland, OR
  Broker
• Chelsea MaedaCRD 4994787 · New York, NY
  Broker
• Jason John MalkoCRD 6284955 · Cleveland, OH
  Broker
• Michael Gregory MallickCRD 5713517 · Audubon, PA
  Broker
• Mason Tyler MalozziCRD 7640044 · Audubon, PA
  Broker
• Stephen Michael MarciniakCRD 2974790 · Charlotte, NC
  Broker
• Matthew Christopher MayerCRD 6094064 · Berwyn, PA
  IA RegisteredBroker
• Robert Mark McculloughCRD 2553351 · Overland Park, KS
  Broker
• Mariann Pauly McdermottCRD 2513823 · Covington, KY
  IA RegisteredBroker
• Thomas John McdowellCRD 1643939 · Sioux Falls, SD
  IA RegisteredBroker
• Scott Robert MchenryCRD 5061908 · New Albany, OH
  BrokerRegistration inactive
• William Matthew McinnesCRD 6170539 · Prairie Village, KS
  IA Registered
• Ryan MclainCRD 4710800 · Fort Myers, FL
  IA RegisteredBroker
• Bryan Edward McmahonCRD 2518480 · Pittsburgh, PA
  Broker
• Patrick Joseph McnamaraCRD 329999 · Ann Arbor, MI
  Broker
• Lee Aaron MezrahCRD 2029815 · Tampa, FL
  IA RegisteredBroker
• Michael Anthony MingolelliCRD 4744404 · Needham, MA
  Broker
• John Steven MooreCRD 2817155 · Chattanooga, TN
  IA RegisteredBroker
• Justin A. MooreCRD 4719658 · Austin, TX
  Broker
• Brad MorganCRD 2244721 · Corona Del Mar, CA
  IA RegisteredBroker
• Donald Eugene MorrisCRD 1076088 · Walnut Creek, CA
  Broker
• Linda M. MullarkeyCRD 5564663 · Norwell, MA
  Broker
• Lenia Vanessa MuroCRD 5088764 · National City, CA
  IA RegisteredBroker
• Michelle Anne MackeyCRD 6399878 · Portland, OR
  Broker
• Kari Ann MaenhoutCRD 2815352 · Seattle, WA
  IA Registered
• Jill MahlerCRD 5776257 · Newport Beach, CA
  Broker
• Adele Bayo MajikesCRD 7011513 · Moosic, PA
  Broker
• Travis Steven MccurryCRD 5652842 · Knoxville, TN
  IA RegisteredBroker

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.