Gary
Borowiec

M Holdings Securities, Inc

CRD#1915936
Investment Advisor
in Portland, OR
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About this Advisor

Gary Borowiec is an advisor based in Portland, Oregon. Currently an advisor with M Holdings Securities, Inc, Borowiec has 10 years of professional experience as a financial advisor. Borowiec maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Borowiec can advise clients in New Jersey and Pennsylvania. During their career, Borowiec has held roles at Nationwide Securities, Inc, Atlas Advisory Group, LLC and M Holdings Securities Inc. M Holdings Securities, Inc is headquartered in Portland, Oregon, and has 113 additional brick-and-mortar locations across the country. As a company, M Holdings Securities, Inc oversees $3 billion in assets dispersed across 7,718 client accounts and employs more than 279 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in 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, Series 65, Chartered Financial Consultant

Years of Experience

10 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

Yes

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

Gary Borowiec Work History

Gary has 10 years of experience.

2010 - Present (9 years)

Atlas Advisory Group, LLC

2010 - Present (9 years)

M Holdings Securities Inc

2008 - 2010 (2 years)

Nationwide Securities, Inc

Disclosures

Gary Borowiec has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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