Amy
Palmer

M Holdings Securities, Inc

CRD#4423859
Investment Advisor
in Portland, OR

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About this Advisor

Amy Palmer is a financial advisor who works in Portland, Oregon who has 2 years of relevant experience. Palmer is currently employed by M Holdings Securities, Inc. Throughout their career, they have worked at Cetera Advisor Networks LLC and Commonwealth Financial Network. Palmer maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. M Holdings Securities, Inc is a firm based in Portland, OR. The investment advisory business has offices in 105 locations and a total of 738 employees. It controls $4 billion in total assets among its 10,065 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 10,065 accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. M Holdings Securities, Inc provides 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 management fee schedules usually are based on the financial services. However, fee types billed by M Holdings Securities, Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

1125 N.W. Couch St., Ste. 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

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

738

OR Average: 50
Total Number of Accounts

10,065

OR Average: 1,309
Average Account Size

$390,697

OR Average: $855,770

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

Amy Palmer Work History

Amy has been registered as a financial advisor for 2 years.*

2014 - Present (10 years)

Commonwealth Financial Network

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

*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 Amy Palmer 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

Kory Lenz
Tampa, FL
Amy Palmer
Portland, OR
Steven Wight
San Rafael, CA
Jason Duffy
Rochelle Park, NJ
Brian Coleman
Portland, OR
Jason Hildebrant
Portland, OR
Eugene Lovasco
Portland, OR
Benjamin Hall
Newtown, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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