Antonio
Carter

M Holdings Securities, Inc

CRD#5022315
Investment Advisor
in Murrieta, CA

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About this Advisor

Antonio Carter is a financial advisor who works out of Murrieta, California who has 1 year of relevant experience. Carter is on the advisory team at M Holdings Securities, Inc. Throughout their career, Carter has worked at Commonwealth Financial Network, Cuso Financial Services, Lp, M Holdings Securities, Inc and M Financial Asset Management. Carter maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in California and Oregon. M Holdings Securities, Inc is an advisory firm that has its headquarters in Portland, OR. The firm has offices in 105 locations and a total of 738 employees. It manages $4 billion in assets under management between its 10,065 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,065 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by M Holdings Securities, Inc can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Murrieta, CA

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

CA Average: $1,120,203,312
Total Number of Employees

738

CA Average: 50
Total Number of Accounts

10,065

CA Average: 1,309
Average Account Size

$390,697

CA Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Antonio Carter Work History

Antonio has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

M Holdings Securities, Inc

2022 - Present (2 years)

M Financial Asset Management

2015 - 2015 (< 1 year)

Cuso Financial Services, Lp

2015 - 2022 (7 years)

Commonwealth Financial Network

2011 - 2015 (4 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Antonio Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M Holdings Securities, Inc

Brian Coleman
Portland, OR
Jason Duffy
Rochelle Park, NJ
Eugene Lovasco
Portland, OR
Andrew Miner
Portland, ME
Steven Wight
San Rafael, CA
Kory Lenz
Tampa, FL
Jason Hildebrant
Portland, OR
Amy Palmer
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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