Kyle
Medley

M Holdings Securities, Inc

CRD#7268217
Investment Advisor
in Tampa, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kyle Medley is a financial advisor working out of Tampa, Florida who has 2 years of industry experience. Medley works at M Holdings Securities, Inc. Throughout their career, they have worked at Thomas Financial, Sentry Insurance, Lincoln Trail College, Tennessee Technological University, Winks Digging And Seeding and M Holdings Securities. Medley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. M Holdings Securities, Inc is an advisory business operating out of Portland, OR. It has offices in 105 locations and a total of 738 people on staff. It oversees $4 billion in assets among its 10,065 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 10,065 client accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a wide set 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. Fees charged by financial advisors largely are based on the services offered. However, fees billed by M Holdings Securities, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

5550 W. Executive Dr., Ste. 500
Tampa, FL 33609

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

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

738

FL Average: 50
Total Number of Accounts

10,065

FL Average: 1,309
Average Account Size

$390,697

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 Medley Work History

Kyle has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Thomas Financial

2020 - Present (4 years)

M Holdings Securities

2019 - 2020 (1 year)

Sentry Insurance

2015 - 2019 (4 years)

Sentry Insurance

2015 - 2015 (< 1 year)

Winks Digging And Seeding

2014 - 2015 (1 year)

Lincoln Trail College

2012 - 2014 (2 years)

Tennessee Technological University

*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 Kyle Medley 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

Amy Palmer
Portland, OR
Benjamin Hall
Newtown, PA
Jason Hildebrant
Portland, OR
Kory Lenz
Tampa, FL
Eugene Lovasco
Portland, OR
Brian Coleman
Portland, OR
Andrew Miner
Portland, ME
Steven Wight
San Rafael, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started