Benjamin
Hall
M Holdings Securities, Inc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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.*
M Holdings Securities, Inc
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.
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