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 6 of 8

• Kimberly Heussner McleanCRD 6955568 · Mckinney, TX
  Broker
• Russell Keith McmillanCRD 4359650 · Danvers, MA
  Broker
• Matthew Richard MedellCRD 6503882 · Dallas, TX
  IA RegisteredBroker
• Kyle Patrick MedleyCRD 7268217 · Tampa, FL
  IA RegisteredBroker
• Joshua MillerCRD 7581723 · New York, NY
  Broker
• Peyton MillerCRD 7721592 · New Albany, OH
  IA Registered
• Liam Conall MillicanCRD 8022575 · Mattawan, MI
  IA RegisteredBroker
• Matthew Ryan MoeCRD 6345410 · Vestavia, AL
  Broker
• Matthew Adam MunyonCRD 5094890 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian MurrayCRD 3262733 · New York, NY
  Broker
• Eric Naison-PhillipsCRD 5155539 · New York, NY
  Broker
• Raymond Charles NashCRD 4454291 · Cleveland, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Lawton Macdonald NeaseCRD 345467 · Atlanta, GA
  Broker
• Richard P NewhamsCRD 5129150 · London
  IA Registered
• Matthew Joseph NaumecCRD 6821469 · Needham, MA
  Broker
• Thanh Lan Thi NguyenCRD 7919313 · Portland, OR
  Broker
• Joseph NolleCRD 5629117 · Needham, MA
  Broker
• Bryan William O'haganCRD 5680321 · Mequon, WI
  Broker
• Gregory M OconnellCRD 5359429 · Needham, MA
  IA RegisteredBroker
• Craig Patrick OliverCRD 2667989 · Timonium, MD
  Broker
• James Alan OlsonCRD 4565883 · Omaha, NE
  IA RegisteredBroker
• Deborah L OneilCRD 2602166 · Denver, CO
  IA RegisteredBroker
• Carmen Nicole OpreCRD 4366826 · Newport Beach, CA
  Broker
• Jesse OhakamCRD 7010979 · Dallas, TX
  IA RegisteredBroker
• Michael OrsattiCRD 7706748 · Detroit, MI
  IA RegisteredBroker
• Olivia Nicole OttaCRD 7339082 · Sioux Falls, SD
  Broker
• Barbara Clayton PaulCRD 2749536 · Seattle, WA
  Broker
• Randall Warren PeckCRD 2578254 · Boca Raton, FL
  Broker
• Caleb Stone PellyCRD 2402146 · Seattle, WA
  Broker
• David Jay PergandeCRD 6132087 · Austin, TX
  IA RegisteredBroker
• Joseph E. PerksCRD 5854516 · Moosic, PA
  Broker
• Henry PflegerCRD 6206206 · Coral Gables, FL
  IA Registered
• James Mathew PflegerCRD 2571060 · Coral Gables, FL
  Broker
• Frank A PiscitelliCRD 2588316 · Princeton, NJ
  Broker
• Craig Anthony PlattCRD 800363 · Kalamazoo, MI
  BrokerRegistration inactive
• Robert Bruce PlybonCRD 364761 · Greensboro, NC
  IA RegisteredBroker
• David PollockCRD 6302762 · Wickliffe, OH
  Broker
• Donald Brent PortellCRD 2027214 · Highland, IL
  IA RegisteredBroker
• Antonio Jose PradoCRD 4334627 · Miami, FL
  Broker
• Adam David PratsonCRD 6323171 · Portland, OR
  Broker
• Stephany Dessire PrimitivoCRD 5194875 · Seattle, WA
  Broker
• Charles Thomas ProvowCRD 709844 · College Grove, TN
  IA RegisteredBroker
• Luke William PettenatiCRD 7171139 · New York, NY
  Broker
• Donstan Brock PortellCRD 7164751 · Highland, IL
  IA RegisteredBroker
• Shannon Vendrell ReedCRD 7606766 · Dallas, TX
  IA RegisteredBroker
• Christopher Alexander RelosCRD 4719442 · Greensboro, NC
  IA RegisteredBroker
• Mark James RichardsCRD 727769 · Greenwood Village, CO
  Broker
• David Neal RichterCRD 1582527 · San Rafael, CA
  Broker
• James David RobersonCRD 2740735 · Irvine, CA
  Broker
• Korbett Lane RobertsCRD 4504758 · Waco, TX
  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.