Kyle
Leaderman

M Holdings Securities, Inc

CRD#5677207
Investment Advisor
in Greenacres, FL

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About this Advisor

Kyle Leaderman is a financial advisor based in Greenacres, Florida, working with M Holdings Securities, Inc. Kyle has previously held positions at M Holdings Securities, Inc and R. Marshall Jones, Inc Dba Jones Lowry. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Kyle is part of M Holdings Securities, Inc, which operates out of Greenacres, 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

Series 66

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

Office Location

Greenacres, FL

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$4,513,584,910

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

706

FL Average: 50
Total Number of Accounts

9,871

FL Average: 1,309
Average Account Size

$457,257

FL Average: $855,770

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

Kyle Leaderman Work History

2010 - Present (15 years)

M Holdings Securities, Inc

2010 - Present (15 years)

R. Marshall Jones, Inc Dba Jones Lowry

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kyle Leaderman 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

Zachary Menking
Dallas, TX
Michael Pfenninger
Portland, OR
Nathaniel Tjoa
San Jose, CA
Brian Coleman
Portland, OR
James Chapman
Detroit, MI
Matthew Kasper
Phoenix, AZ
Douglas Whitten
Knoxville, TN
Jordan Crowley
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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