Jeffery
Bird
M Holdings Securities, Inc
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About this Advisor
Jeffery Bird is a chartered financial consultant operating out of Minneapolis, Minnesota who has 9 years of relevant experience. Bird is an employee of M Holdings Securities, Inc. Throughout their career, Bird has worked at Valmark Securities, Inc, Nbw Insurance Group, Valmark Advisers, Inc and M Holdings Securities, Inc. Bird holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Minnesota. 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 employees. It handles $4 billion in assets among its 10,065 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 10,065 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a diverse 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. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by M Holdings Securities, Inc most likely consist of some blend 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
Jeffery Bird Work History
Jeffery has been registered as a financial advisor for 9 years.*
M Holdings Securities, Inc
Nbw Insurance Group
Valmark Advisers, Inc
Valmark 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 Jeffery Bird 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
Portland, OR
Portland, OR
Rochelle Park, NJ
Tampa, FL
Portland, OR
Portland, ME
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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