Catherine
Gill
M Holdings Securities, Inc
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About this Advisor
Catherine Gill is a financial advisor operating in Portland, Oregon. Gill works at M Holdings Securities, Inc. Gill has gained experience at Hd Vest Investment Services, Mesch Mcbride, Pllc, Fireside Pies, Ft. Worth Isd, Pasco Brokerage, Hdvest Advosry Investment Services, Commonwealth Financial Network, Merrill Lynch, Pierce, Fenner & Smith Inc and M Holdings Securities, Inc. Gill holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. M Holdings Securities, Inc is a financial advisory firm that has its headquarters in Portland, OR. It has offices in 105 locations and a total of 738 financial advisors. It administers $4 billion in total assets among its 10,065 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 10,065 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a broad array of services, including 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 typically are based on which service is offered. However, fee types charged by M Holdings Securities, Inc likely include 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
Catherine Gill Work History
Catherine has been registered as a financial advisor for 0 years.*
M Holdings Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Commonwealth Financial Network
Hd Vest Investment Services
Hdvest Advosry Investment Services
Mesch Mcbride, Pllc
Fireside Pies
Ft. Worth Isd
Pasco Brokerage
*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 Catherine Gill 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
Tampa, FL
Portland, OR
Portland, OR
Newtown, PA
Portland, OR
Portland, ME
Rochelle Park, NJ
Portland, OR
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