David
Malone
M Holdings Securities, Inc
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About this Advisor
David Malone is a chartered financial consultant working out of Pittsburgh, Pennsylvania who has 2 years of industry experience. Malone currently works for M Holdings Securities, Inc. During their career, Malone has held roles at Gateway Financial Group, Gateway Pension Planners, Inc, Hotel Development Systems, Inc and M Holdings Securities, Inc. Malone has a Series 63 license, certifying them as a securities representative, and is registered to advise clients in Pennsylvania. M Holdings Securities, Inc is a financial advisory firm that has its headquarters in Portland, OR. The firm has offices in 105 locations and a total of 738 people on staff. It handles $4 billion in assets under management across its 10,065 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 10,065 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. M Holdings Securities, Inc provides a number 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. Financial advisory fee schedules typically are based on the services offered. Fees charged by M Holdings Securities, Inc likely are comprised 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
David Malone Work History
David has been registered as a financial advisor for 2 years.*
M Holdings Securities, Inc
Hotel Development Systems, Inc
Gateway Pension Planners, Inc
Gateway Financial Group
*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 David Malone 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
Portland, OR
Tampa, FL
Portland, OR
Portland, OR
Rochelle Park, NJ
San Rafael, CA
Portland, OR
Newtown, PA
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.
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