Hollie
Frazier

M Holdings Securities, Inc

CRD#7234452
Investment Advisor
in Portland, OR

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About this Advisor

Hollie Frazier is a financial advisor based in Portland, Oregon, working with M Holdings Securities, Inc. Hollie has previously held positions at Coach, Longhorn Steakhouse, The Mebane Downtown Table, Conservators Center, Cash-Mckeown, Nashville Zoo, and The R.O.W. Group. Hollie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Hollie is part of M Holdings Securities, Inc, which operates out of Portland, Oregon. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

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

$4,513,584,910

OR Average: $1,120,203,312
Total Number of Employees

706

OR Average: 50
Total Number of Accounts

9,871

OR Average: 1,309
Average Account Size

$457,257

OR Average: $855,770

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

Hollie Frazier Work History

2019 - Present (6 years)

The R.O.W. Group

2017 - 2020 (3 years)

Nashville Zoo

2016 - 2019 (3 years)

Cash-Mckeown

2015 - 2016 (1 year)

The Mebane Downtown Table

2014 - 2015 (1 year)

Longhorn Steakhouse

2014 - 2016 (2 years)

Conservators Center

2013 - 2015 (2 years)

Coach

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hollie Frazier 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

Zachary Menking
Dallas, TX
Robert Fee
Knoxville, TN
Brian Coleman
Portland, OR
James Chapman
Detroit, MI
Matthew Kasper
Phoenix, AZ
Jordan Crowley
Portland, OR
Douglas Whitten
Knoxville, TN
Michael Houghton
El Paso, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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