Robert
Black

M Holdings Securities, Inc

CRD#1145742
Investment Advisor
in Portland, OR
Are you Robert Black? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Black is a financial advisor in Portland, Oregon. Currently an investment advisor with M Holdings Securities, Inc, Black has an impressive 43 years of professional experience as a registered investment advisor. Black holds a Series 63 license, designating them as a securities broker. Black is registered to operate in New Jersey. The advisor has gained experience at M Holdings Securities Inc, Provident Mutual, Nationwide Securities, Inc and Atlas Advisory Group, LLC. M Holdings Securities, Inc is headquartered in Portland, Oregon, and operates out of 113 additional offices across the United States. As a company, M Holdings Securities, Inc oversees $3 billion in assets throughout 7,718 client accounts and retains more than 279 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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, Chartered Financial Consultant

Years of Experience

43 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

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Robert Black Work History

Robert has 43 years of experience.

2010 - Present (9 years)

M Holdings Securities Inc

2010 - Present (9 years)

Atlas Advisory Group, LLC

2008 - 2010 (2 years)

Nationwide Securities, Inc

1975 - Present (44 years)

Provident Mutual

Disclosures

Robert Black has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started