Bruce
Fletcher
M Holdings Securities, Inc
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About this Advisor
Bruce Fletcher is a financial advisor who works in Palm Beach Gardens, Florida who has 6 years of relevant experience. Fletcher is on the advisory team at M Holdings Securities, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lindberg & Ripple and M Holdings Securities. Fletcher holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Florida. M Holdings Securities, Inc is a registered investment business based out of Portland, OR. The firm has offices in 105 locations and a total of 738 financial advisors. It handles $4 billion in assets across its 10,065 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 10,065 client accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets available to invest. M Holdings Securities, Inc provides a wide array 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 largely depend on the financial services. Fees billed by M Holdings Securities, Inc can include 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
Bruce Fletcher Work History
Bruce has been registered as a financial advisor for 6 years.*
Lindberg & Ripple
M Holdings Securities
Wells Fargo Clearing Services, LLC
Wells Fargo 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 Bruce Fletcher 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
Tampa, FL
Portland, OR
San Rafael, CA
Portland, OR
Portland, OR
Rochelle Park, NJ
Portland, ME
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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