M Holdings Securities, Inc
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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
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
Robert Black Work History
Robert has 43 years of experience.
M Holdings Securities Inc
Atlas Advisory Group, LLC
Nationwide Securities, Inc
Robert Black has disclosures.
Please visit their SEC profile for more details.