Ryan
Mclain
M Holdings Securities, Inc
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About this Advisor
Ryan Mclain is a financial advisor who works in Portland, Oregon. Mclain currently works for M Holdings Securities, Inc. Over the course of their career, Mclain has held roles at Axa Advisors, Fifth Third Bank, Fifth Third Securities and M Holdings Securities, Inc. Mclain holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. M Holdings Securities, Inc is a financial advisory business operating out of Portland, OR. The firm has offices in 105 locations and a total of 738 financial advisors. It handles $4 billion in assets between its 10,065 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 10,065 customer accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a wide set 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. Financial advisory fees depend on which services the firm provides the client. Fees charged by M Holdings Securities, Inc may include any combination of 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
Ryan Mclain Work History
Ryan has been registered as a financial advisor for 0 years.*
M Holdings Securities, Inc
Fifth Third Bank
Fifth Third Securities
Axa Advisors
*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 Ryan Mclain 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
Rochelle Park, NJ
Portland, ME
Portland, OR
Portland, OR
Newtown, PA
Tampa, FL
San Rafael, CA
Portland, OR
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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