William
Damora

M Holdings Securities, Inc

CRD#809442
Investment Advisor
in Portland, OR
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About this Advisor

William Damora is a certified financial planner and chartered financial consultant based in Portland, Oregon. Currently an investment advisor at M Holdings Securities, Inc, they have accrued 18 years of professional experience in the financial advisory industry. Damora has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Damora is able to operate based out of New Jersey. During their career, the advisor has held roles at Kb Financial Partners, LLC, Axa Advisors, LLC, Aetna Investment Services Inc, Kingsbridge Advisors, LLC and M Holding Securities, Inc. M Holdings Securities, Inc is based out of Portland, Oregon, and has 113 other locations in the United States. Overall, M Holdings Securities, Inc manages $3 billion in assets throughout 7,718 client accounts and retains more than 279 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. 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, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 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 Street Suite 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

William Damora Work History

William has 18 years of experience.

2012 - Present (7 years)

Kb Financial Partners, LLC

2012 - Present (7 years)

M Holding Securities, Inc

2000 - 2012 (12 years)

Axa Advisors, LLC

2000 - 2012 (12 years)

Aetna Investment Services Inc

2000 - Present (19 years)

Kingsbridge Advisors, LLC

Disclosures

William Damora has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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