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Overview

Services

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Funds

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Mullin Barens Sanford Financial & Insurance Services, Inc. 5 years, 6 months Apr 2013 - Present
M Holdings Securities, Inc. 17 years, 11 months Nov 2000 - Present
Mullintbg LLC 12 years, 4 months Nov 2000 - Mar 2013
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Kristin Lucille Barens?
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 23, 2018
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 Sept. 28, 2017
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $412.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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