Greg
Pelletier

M Holdings Securities, Inc

CRD#4350097
Investment Advisor
in Portland, OR
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About this Advisor

Greg Pelletier is a certified financial planner and chartered financial consultant who works in Portland, Oregon, with 11 years of experience as a financial advisor. Pelletier is currently employed by M Holdings Securities, Inc. During their career, the advisor has held roles at Linsco/Private Ledger Corp, M Financial Group, American General Life Insurance, Aig Capital Services, Inc and M Holdings Securities, Inc. Pelletier has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. M Holdings Securities, Inc is a registered investment company based in Portland, Oregon. The firm has offices in 113 locations and a total of 279 people on staff. It administers $3 billion in assets among its 7,718 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 7,718 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in investable assets. M Holdings Securities, Inc performs a number 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by M Holdings Securities, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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 St., Ste. 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

Greg Pelletier Work History

Greg has 11 years of experience.

2018 - Present (1 years)

M Financial Group

2018 - Present (1 years)

M Holdings Securities, Inc

2016 - Present (3 years)

American General Life Insurance

2016 - Present (3 years)

Aig Capital Services, Inc

2007 - 2016 (9 years)

Linsco/Private Ledger Corp

Disclosures

Greg Pelletier has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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