M Holdings Securities, Inc
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About this Advisor
Jeffrey Dattolo is a certified financial planner operating out of Portland, Oregon, with 10 years in the industry. Dattolo is currently employed by M Holdings Securities, Inc. Dattolo has gained experience at Capital Securities Management, Nationwide Securities, LLC, M Holdings Securities Inc and Atlas Advisory Group, LLC. Dattolo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. M Holdings Securities, Inc is a firm operating out of Portland, Oregon. The investment advisory business has offices in 113 locations and a total of 279 advisors. It handles $3 billion in total assets across its 7,718 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 7,718 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a wide assortment 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. Financial management fees typically vary depending on which service is offered. Fees charged by M Holdings Securities, Inc likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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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
Jeffrey Dattolo Work History
Jeffrey has 10 years of experience.
M Holdings Securities Inc
Atlas Advisory Group, LLC
Nationwide Securities, LLC
Capital Securities Management
Jeffrey Dattolo has no disclosures.
Please visit their SEC profile for more details.