Kory
Lenz
M Holdings Securities, Inc
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About this Advisor
Kory Lenz is a financial advisor based in Tampa, Florida, working with M Holdings Securities, Inc. Kory has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, M Holdings Securities, Inc, and Thomas Financial Group. Kory has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Kory is part of M Holdings Securities, Inc, which operates out of Tampa, Florida. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
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
Kory Lenz Work History
M Holdings Securities, Inc
Thomas Financial Group
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Kory Lenz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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