With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.
M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
In this age of personal, purposeful service, your success requires you to embrace client complexities, grow your network and influence, support communities, and champion causes you care about.
Founded nearly a century ago, we are the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College delivers leading certificate, designation, continuing education, and graduate degree programs. Our portfolio of applied financial knowledge also includes innovative consumer financial education programs, and our faculty represents some of the foremost thought leaders in the financial services industry.
If you want to make real change and have an impact on your life and the financial lives of others, you've come to the right place. Over 200,000 alumni have achieved more with us — now it's your turn. We're here to support you from your first credential to a lifetime of learning. #ExpertiseforEveryStage at The American College of Financial Services.
For more than a century, we’ve served as the largest trade association supporting the insurance and related financial services industry. Today, we’re working with nearly 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry.