Scott
Higgins
M Holdings Securities, Inc
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About this Advisor
Scott Higgins is a financial advisor based in Kalamazoo, Michigan with 11 years of industry experience. Higgins is on the advisory team at M Holdings Securities, Inc. Over the course of their career, Higgins has held roles at M Holdings Securities, Inc and Rose Street Advisors. Higgins maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida, Illinois, Indiana, Michigan and Mississippi. M Holdings Securities, Inc is a company that has its headquarters in Portland, OR. It has offices in 105 locations and a total of 738 people on staff. It administers $4 billion in assets under management between its 10,065 accounts, placing it among the biggest firms in the United States by assets under management. Of its 10,065 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a diverse 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. Financial advisory fees largely are based on which services are provided. Fees charged by M Holdings Securities, Inc likely 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
Scott Higgins Work History
Scott has been registered as a financial advisor for 11 years.*
M Holdings Securities, Inc
Rose Street 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 Scott Higgins 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
Tampa, FL
San Rafael, CA
Portland, OR
Portland, OR
Portland, OR
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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