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 8 of 8

• John Daniel VogelzangCRD 2214540 · Torrance, CA
  IA RegisteredBroker
• William James VenturaCRD 2981046 · New York, NY
  Broker
• Daniel Joseph WagnerCRD 2653222 · Portland, OR
  Broker
• James Robert WagnerCRD 1443094 · Irvine, CA
  Broker
• Robert John WaldronCRD 7022261 · Red Bank, NJ
  Broker
• Brendan Clune WalshCRD 5291584 · Detroit, MI
  IA RegisteredBroker
• Mark Gilbert WaltonCRD 1273105 · San Juan Capistrano, CA
  IA RegisteredBroker
• Donna Marie WanamakerCRD 4563840 · Allentown, PA
  IA RegisteredBroker
• Lee William WarnerCRD 1008889 · Timonium, MD
  BrokerRegistration inactive
• Kathleen Rose WattCRD 5467299 · New York, NY
  Broker
• Gregory Harold WebsterCRD 1494389 · Dallas, TX
  Broker
• William Howard WebsterCRD 1086031 · Leawood, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Allen WernerCRD 4805289 · Vestavia, AL
  Broker
• David Alan WexlerCRD 1028649 · Bethesda, MD
  IA RegisteredBroker
• Peter Michael WilliamsCRD 872807 · Orlando, FL
  Broker
• David Arthur WischmeierCRD 2239420 · Minneapolis, MN
  IA RegisteredBroker
• Rachele Kristine WolfCRD 5130089 · Cincinnati, OH
  Broker
• William Alan WorrellCRD 3124780 · Birmingham, AL
  Broker
• Peter Jon WorthCRD 808070 · West Palm Beach, FL
  Broker
• Gabriel Scott WayneCRD 7513594 · Knoxville, TN
  IA RegisteredBroker
• Andrew Scott WernerCRD 6828174 · Tampa, FL
  IA RegisteredBroker
• Pamala Ruth WhiteCRD 2193562 · Atlanta, GA
  Broker
• Donna WilliamsCRD 4344814 · Portland, OR
  Broker
• Gail Renee WilliamsCRD 5125502 · San Rafael, CA
  Broker
• Jonathan Todd WilliamsCRD 2014793 · Knoxville, TN
  Broker
• Timothy Hudson WilliamsCRD 6597402 · Birmingham, AL
  Broker
• Maxwell WintersCRD 6138316 · Moosic, PA
  Broker
• Calvin WongCRD 4206074 · West Hartford, CT
  Broker
• Donna M ZachCRD 2668679 · Denver, CO
  Broker
• Steven Samuel ZeigerCRD 1554822 · Princeton, NJ
  Broker
• Lance Alan ZimmermanCRD 4855394 · Prairie Village, KS
  IA RegisteredBroker
• Salma ZaoudehCRD 4006633 · Allentown, PA
  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.