Mark
Dunn
M Holdings Securities, Inc
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About this Advisor
Mark Dunn is a financial advisor based in Daytona Beach, Florida, working with M Holdings Securities, Inc. Mark has previously held positions at Executive Compensation Group and M Holdings Securities, Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in Florida and Idaho. Currently, Mark is part of M Holdings Securities, Inc, which operates out of Daytona Beach, 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
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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
Mark Dunn Work History
Executive Compensation Group
M Holdings Securities, Inc
Disclosures
Please visit the SEC profile of Mark Dunn 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
Dallas, TX
El Paso, TX
Portland, OR
San Jose, CA
Portland, OR
Berwyn, PA
Knoxville, TN
Knoxville, TN
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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