Allan
Goldstein

M Holdings Securities, Inc

CRD#1325431
Investment Advisor
in Portland, OR
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About this Advisor

Allan Goldstein is an advisor who works out of Portland, Oregon. Currently a registered financial advisor with M Holdings Securities, Inc, Goldstein has an impressive 30 years of professional experience in the financial advisory industry. Goldstein holds a Series 63 license, certifying the advisor as a securities broker. Goldstein is able to work with investors based out of Illinois. During their career, Goldstein has held roles at M Holdings Securities, Inc, Goldstein Financial Corporation and Nfp Securities, Inc. M Holdings Securities, Inc is located in Portland, Oregon, and operates out of 113 locations throughout the United States. In aggregate, M Holdings Securities, Inc oversees $3 billion in assets throughout 7,718 client accounts and employs more than 279 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 14% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. M Holdings Securities, Inc provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

30 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

1125 N.W. Couch Street Suite 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

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

852

OR Average: 50
Total Number of Accounts

8,297

OR Average: 1,309
Average Account Size

$337,394

OR 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

Allan Goldstein Work History

Allan has 30 years of experience.

2009 - Present (10 years)

M Holdings Securities, Inc

1988 - Present (31 years)

Goldstein Financial Corporation

2000 - 2009 (9 years)

Nfp Securities, Inc

Disclosures

Allan Goldstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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