M Holdings Securities, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
M Holdings Securities, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
M Holdings Securities Inc
Atlas Advisory Group, LLC
Nationwide Securities, Inc
Meeker Sharkey Financial Group
David Buckwald has no disclosures.
Please visit their SEC profile for more details.