David
Buckwald

M Holdings Securities, Inc

CRD#1883251
Investment Advisor
in Portland, OR
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About this Advisor

David Buckwald is a certified financial planner and chartered financial consultant whose office is in Portland, Oregon. Currently a registered advisor with M Holdings Securities, Inc, Buckwald has an impressive 30 years of experience as an investment advisor. Buckwald holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Buckwald is able to advise customers in New Jersey. Throughout their career, Buckwald has worked at Meeker Sharkey Financial Group, Nationwide Securities, Inc, M Holdings Securities Inc and Atlas Advisory Group, LLC. M Holdings Securities, Inc is headquartered in Portland, Oregon, and has 113 other offices in the United States. Overall, M Holdings Securities, Inc oversees $3 billion in assets dispersed across 7,718 client accounts and employs more than 279 people. The amount of assets the firm manages places it among the largest financial 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 advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. M Holdings Securities, Inc offers 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, Series 65, Certified Financial Planner, 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

David Buckwald Work History

David has 30 years of experience.

2010 - Present (9 years)

M Holdings Securities Inc

2010 - Present (9 years)

Atlas Advisory Group, LLC

2008 - 2010 (2 years)

Nationwide Securities, Inc

1988 - 2010 (22 years)

Meeker Sharkey Financial Group

Disclosures

David Buckwald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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