M Holdings Securities, Inc
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About this Advisor
John Vogelzang is a financial advisor based out of Torrance, California, with 24 years of financial industry experience. Vogelzang is on the advisory team at M Holdings Securities, Inc. Over the course of their career, Vogelzang has held roles at Cal Surance Benefit Plans, M Holdings Securities, Inc and Blue Cross Blue Shield. Vogelzang holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. M Holdings Securities, Inc is a company that has its headquarters in Torrance, California. The investment advisory business has offices in 108 locations and a total of 852 advisors. It oversees $3 billion in assets among its 8,297 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 8,297 accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, including 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. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by M Holdings Securities, Inc can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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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
John Vogelzang Work History
John has 25 years of experience.
Blue Cross Blue Shield
M Holdings Securities, Inc
Cal Surance Benefit Plans
John Vogelzang has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at M Holdings Securities, Inc
West Hartford, CT