Keith
Fisher
M Holdings Securities, Inc
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About this Advisor
Keith Fisher is a financial advisor working in Denver, Colorado with a total of 10 years of industry experience. Fisher is currently employed by M Holdings Securities, Inc. The advisor has gained experience at Hornor, Townsend & Kent, Penn Mutual, M Holdings Securiites, Inc and Financial Designs LTD. Fisher holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Colorado. M Holdings Securities, Inc is a registered investment company headquartered in Portland, OR. It has offices in 105 locations and a total of 738 financial advisors. It oversees $4 billion in assets under management between its 10,065 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 10,065 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number 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. Fees charged by financial advisors usually are based on the type of services. However, fee types charged by M Holdings Securities, Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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
Keith Fisher Work History
Keith has been registered as a financial advisor for 10 years.*
M Holdings Securiites, Inc
Financial Designs LTD
Penn Mutual
Hornor, Townsend & Kent
*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 Keith Fisher 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
Portland, OR
Tampa, FL
Portland, OR
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Portland, ME
San Rafael, CA
Rochelle Park, NJ
Newtown, PA
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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