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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
M Holdings Securities 1 year, 6 months Jul 2017 - Present
Lovasco Consulting Group 1 year, 7 months Jun 2017 - Present
Kestra Financial Services, Inc. 1 year, 2 months Apr 2016 - Jun 2017
Arthur J. Gallagher & Co. 3 years, 6 months Dec 2013 - Jun 2017
Nfp Securities, Inc. 3 years, 2 months Feb 2013 - Apr 2016
Wells Fargo Advisors Financial Network LLC 3 years, 8 months May 2009 - Jan 2013
The Eriksen Group, Inc 5 years, 3 months Sep 2008 - Dec 2013
Wachovia Securities Financial Network, LLC (11025) 8 months Sep 2008 - May 2009
Wachovia Securities Financial Network, LLC (11025)Birmingham, Mi 8 months Sep 2008 - May 2009
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Michael Allen Iley?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 16, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 16, 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 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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