John
Endriss

M Holdings Securities, Inc

CRD#1563198
Investment Advisor
in Atlanta, GA
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About this Advisor

John Endriss is a certified financial planner and chartered financial consultant operating in Atlanta, Georgia, with 13 years of professional experience. Endriss is currently employed by M Holdings Securities, Inc. Throughout their career, Endriss has worked at M Holding Securities, Inc and Nease, Lagana, Eden & Culley, Inc. Endriss maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. M Holdings Securities, Inc is a business that has its headquarters in Atlanta, Georgia. It has offices in 113 locations and a total of 279 people on staff. It manages $3 billion in assets among its 7,718 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 7,718 accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. M Holdings Securities, Inc offers a broad assortment 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. A financial advisor's fee schedules typically vary depending on the financial services offered. However, fees charged by M Holdings Securities, Inc likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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, Commissions

Disclosures

No

Office Location

2100 River Edge Parkway Suite 200
Atlanta, GA 30328

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

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

852

GA Average: 50
Total Number of Accounts

8,297

GA Average: 1,309
Average Account Size

$337,394

GA Average: $855,770

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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

John Endriss Work History

John has 13 years of experience.

2005 - Present (14 years)

M Holding Securities, Inc

2005 - Present (14 years)

Nease, Lagana, Eden & Culley, Inc

Disclosures

John Endriss has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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