M Holdings Securities, Inc
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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
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
William Damora Work History
William has 18 years of experience.
Kb Financial Partners, LLC
M Holding Securities, Inc
Kingsbridge Advisors, LLC
Axa Advisors, LLC
Aetna Investment Services Inc
William Damora has no disclosures.
Please visit their SEC profile for more details.