John
Hunter

M Holdings Securities, Inc

CRD#253478
Investment Advisor
in Denver, CO
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About this Advisor

John Hunter is a financial advisor whose office is in Denver, Colorado. Currently an advisor at M Holdings Securities, Inc, Hunter has an impressive 48 years of professional experience. Hunter maintains a Series 63 license, qualifying them as a securities representative. Hunter is able to advise clients based out of Colorado. The advisor has gained experience at Standard Insurance Co, Great West Life, Cobiz Financial, Pacific Mutual Life, Northwestern National Life Insurance Co, M. Holdings Securities, Inc and Financial Designs LTD. M Holdings Securities, Inc is located in Denver, Colorado, and operates out of 113 locations throughout the United States. As a company, M Holdings Securities, Inc manages $3 billion in assets across 7,718 accounts and employs more than 279 people. The firm's total assets under management makes it one of the largest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. M Holdings Securities, Inc can offer 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

48 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

7979 E Tufts Suite 1550
Denver, CO 80237

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,000,740,382

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

279

CO Average: 50
Total Number of Accounts

7,718

CO Average: 1,309
Average Account Size

$388,798

CO 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 Hunter Work History

John has 48 years of experience.

2003 - 2012 (9 years)

Cobiz Financial

2001 - Present (18 years)

M. Holdings Securities, Inc

1991 - 2012 (21 years)

Northwestern National Life Insurance Co

1990 - 2012 (22 years)

Pacific Mutual Life

1988 - 2012 (24 years)

Standard Insurance Co

1974 - Present (45 years)

Financial Designs LTD

1970 - 2012 (42 years)

Great West Life

Disclosures

John Hunter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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