Kyle
Medley
M Holdings Securities, Inc
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About this Advisor
Kyle Medley is a financial advisor based in Tampa, Florida, working with M Holdings Securities, Inc. Kyle has previously held positions at Thomas Financial, Sentry Insurance, Lincoln Trail College, Tennessee Technological University, Winks Digging And Seeding, and M Holdings Securities. 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 Tampa, Florida. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including high-net-worth individuals. 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
Kyle Medley Work History
Thomas Financial
M Holdings Securities
Sentry Insurance
Sentry Insurance
Winks Digging And Seeding
Lincoln Trail College
Tennessee Technological University
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.
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