John
Vogelzang

M Holdings Securities, Inc

CRD#2214540
Investment Advisor
in Torrance, CA
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About this Advisor

John Vogelzang is a financial advisor based out of Torrance, California, with 23 years in the industry. Vogelzang currently works for M Holdings Securities, Inc. Their career trajectory has included roles at Cal Surance Benefit Plans, M Holdings Securities, Inc and Blue Cross Blue Shield. Vogelzang holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. M Holdings Securities, Inc is a financial advisory firm headquartered in Torrance, California. It has offices in 113 locations and a total of 279 employees. It administers $3 billion in assets between its 7,718 accounts, making it one of the biggest firms in the country by assets under management. Of its 7,718 accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. M Holdings Securities, Inc has a broad range 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 vary depending on which services are provided. However, fees billed by M Holdings Securities, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

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, Commissions

Disclosures

No

Office Location

21515 Hawthorne Blvd., Ste 500
Torrance, CA 90503

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

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

852

CA Average: 50
Total Number of Accounts

8,297

CA Average: 1,309
Average Account Size

$337,394

CA Average: $855,770

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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 23 years of experience.

2008 - Present (11 years)

Blue Cross Blue Shield

2000 - Present (19 years)

M Holdings Securities, Inc

1995 - Present (24 years)

Cal Surance Benefit Plans

Disclosures

John Vogelzang has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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