Shane
Feiman
M Holdings Securities, Inc
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About this Advisor
Shane Feiman is a certified financial planner and chartered financial consultant who works in Denver, Colorado with 1 year of industry experience. Feiman is an advisor for M Holdings Securities, Inc. Feiman has gained experience at Donohue Feiman, Axa Advisors, LLC, Equitable Advisors, LLC, M Holdings Securities, Inc and Assured Equity Management Corporation. Feiman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California, Colorado, Florida, Hawaii, Kansas, Kentucky, Nebraska, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia and Wyoming. M Holdings Securities, Inc is an advisory business headquartered in Portland, OR. The company has offices in 105 locations and a total of 738 people on staff. It manages $4 billion in total assets between its 10,065 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 10,065 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. The firm provides a diverse assortment 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. Financial management fees largely vary depending on which service is offered. However, fees charged by M Holdings Securities, Inc likely are comprised of any combination 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
Shane Feiman Work History
Shane has been registered as a financial advisor for 1 years.*
M Holdings Securities, Inc
Donohue Feiman
Assured Equity Management Corporation
Axa Advisors, LLC
Equitable Advisors, LLC
*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 Shane Feiman 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, ME
Newtown, PA
Rochelle Park, NJ
San Rafael, CA
Portland, OR
Portland, OR
Tampa, FL
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.
