Lauren
Thomas
M Holdings Securities, Inc
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About this Advisor
Lauren Thomas is a certified financial planner who works out of Tampa, Florida, with a total of 5 years of relevant experience. Thomas currently works for M Holdings Securities, Inc. They have spent their complete time as a financial advisor at M Holdings Securities, Inc. Thomas holds a Series 63 license, certifying them as a securities representative, and is approved to operate in Florida. M Holdings Securities, Inc is a financial 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 under management across its 10,065 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 10,065 client accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. M Holdings Securities, Inc performs a broad 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 are based on which services the firm provides the client. Fee types billed by M Holdings Securities, Inc may 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
Lauren Thomas Work History
Lauren has been registered as a financial advisor for 5 years.*
M Holdings Securities, Inc
*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 Lauren Thomas 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
Rochelle Park, NJ
Newtown, PA
Portland, OR
Portland, ME
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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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.
