Benjamin
Hall

M Holdings Securities, Inc

CRD#3256294
Investment Advisor
in Newtown, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Benjamin Hall is a chartered financial consultant working in Newtown, Pennsylvania who has 10 years of relevant experience. Hall is an employee of M Holdings Securities, Inc. Their career trajectory has included roles at M Holdings Securities, Inc and Jkj Financial Services. Hall holds a Series 63 license, which qualifies them as a securities representative, and is able to work in Pennsylvania. M Holdings Securities, Inc is a financial advisory company that has its headquarters in Portland, OR. It has offices in 105 locations and a total of 738 people on staff. It administers $4 billion in total assets between its 10,065 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 10,065 client accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide range of services, including 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. A financial advisor's fees largely vary depending on which service is provided. Fees charged by M Holdings Securities, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

10 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

Office Location

109 Pheasant Run
Newtown, PA 18940

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

$3,932,369,637

PA Average: $1,120,203,312
Total Number of Employees

738

PA Average: 50
Total Number of Accounts

10,065

PA Average: 1,309
Average Account Size

$390,697

PA Average: $855,770

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

Benjamin Hall Work History

Benjamin has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

M Holdings Securities, Inc

2013 - Present (11 years)

Jkj Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M Holdings Securities, Inc

Kory Lenz
Tampa, FL
Amy Palmer
Portland, OR
Jason Hildebrant
Portland, OR
Jason Duffy
Rochelle Park, NJ
Benjamin Hall
Newtown, PA
Eugene Lovasco
Portland, OR
Steven Wight
San Rafael, CA
Brian Coleman
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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