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 7 of 8

• Louis Richard RoedersheimerCRD 5806966 · Covington, KY
  IA RegisteredBroker
• Randall F. RoyCRD 5081075 · Richmond, VA
  Broker
• Jennifer Anne RubyCRD 3137693 · Boca Raton, FL
  Broker
• Katherine E ReedCRD 4223440 · Independence, OH
  BrokerRegistration inactive
• Martha ReichenbergCRD 6658030 · Phoenix, AZ
  Broker
• Lily Claire RichardsCRD 7037159 · Greenwood Village, CO
  Broker
• Dov Joseph RobinsonCRD 4830840 · Skokie, IL
  IA RegisteredBroker
• Carolyn Teresa RogersCRD 5180732 · New York, NY
  Broker
• Marguerite RogersCRD 4129742 · Northfield, IL
  IA RegisteredBroker
• John Leslie SanfordCRD 1793105 · Oxnard, CA
  Broker
  Disclosure event(s) on record
• Jason Alan SawyerCRD 4453830 · Charlotte, NC
  Broker
• Christopher Todd SchuppeCRD 4575326 · Detroit, MI
  IA RegisteredBroker
• Harold Philip ShannonCRD 1015669 · Daytona Beach, FL
  Broker
• Dennis L ShaoCRD 6014500 · San Jose, CA
  IA RegisteredBroker
• Shelley Kristine SieversCRD 5821060 · Portland, OR
  Broker
• Todd S SkousenCRD 6261437 · Lehi, UT
  IA RegisteredBroker
• Richard Michael SmargCRD 816052 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• David Scott SmithCRD 4738285 · West Hartford, CT
  Broker
• Phillip SnyderCRD 429883 · Timonium, MD
  Broker
• Zach SpechtCRD 6184948 · Houston, TX
  Broker
• Kiowa L SpeckCRD 4945140 · Independence, OH
  Broker
• Erik Dwight SpeedCRD 4154364 · Oxnard, CA
  Broker
• Mitchell Scott SteinCRD 1898921 · Uniondale, NY
  Broker
• Joel Keith StephensCRD 2712900 · Tampa, FL
  Broker
• William Edward StoddartCRD 1080506 · Prairie Village, KS
  IA RegisteredBroker
• Ryan Stephen StromsborgCRD 4246178 · Culver City, CA
  IA RegisteredBroker
• Robert Franklin SwartzbaughCRD 800847 · Omaha, NE
  IA RegisteredBroker
• Zachary Robert SaltzgaberCRD 8085758 · Kalamazoo, MI
  IA RegisteredBroker
• Julia Summer SandersCRD 7087929 · Kalamazoo, MI
  IA Registered
• Evan Michael SeachCRD 6599752 · Portland, OR
  IA RegisteredBroker
• Stephanie SeastrandCRD 4298054 · Dallas, TX
  BrokerRegistration inactive
• Mark Francis SingerCRD 7206044 · Newark, DE
  IA RegisteredBroker
  Disclosure event(s) on record
• Tucker StoneCRD 7078312 · San Rafael, CA
  Broker
• Jeff P StruthersCRD 4705114 · Portland, OR
  Broker
• Mark B StuartCRD 2573806 · Oxnard, CA
  BrokerRegistration inactive
• Richard Douglas TannerCRD 1421636 · Cleveland, OH
  IA RegisteredBroker
• Stephen Christopher TargetCRD 2165521 · Newark, DE
  IA RegisteredBroker
• Donald Mead TippettCRD 1039831 · Irvine, CA
  Broker
• Curtis James TreptowCRD 5244576 · Allentown, PA
  Broker
• Jeri Lynn TurleyCRD 3103188 · Richmond, VA
  Broker
• Tara Lynn TuttleCRD 5817707 · Bethlehem, PA
  Broker
• Steven Timothy TaberCRD 2620093 · Dallas, TX
  Broker
• Brendan F TateCRD 7210295 · Audubon, PA
  Broker
• Melissa TeixeiraCRD 6128520 · Glen Rock, NJ
  Broker
• Rebecca Lee ThomasCRD 7131151 · Moosic, PA
  Broker
• Josephine TsahiridesCRD 5275110 · Skokie, IL
  Broker
• Darrius Domonique Turley-GossCRD 6078589 · Dallas, TX
  Broker
• Laurens Christiaan Van Den HoutCRD 6718418 · London
  Broker
• Manuel Antonio VidalCRD 1113295 · Coral Gables, FL
  Broker
• Victoria A VisoCRD 4594418 · Atherton, 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.