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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Atlas Advisory Group, LLC 8 years, 8 months Oct 2010 - Present
M Holdings Securities Inc. 8 years, 8 months Oct 2010 - Present
Nationwide Securities, LLC 1 year, 8 months Mar 2009 - Nov 2010
Are You
Jeffrey Dominic Dattolo?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jeffrey Dattolo

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 13, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 14, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

M Holdings Securities, Inc.

Last updated on April 12, 2019
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
      Accounts
    • $337.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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