Matthew
Ridley
M Holdings Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Ridley is a financial advisor based in Newtown, Pennsylvania who has 3 years of industry experience. Ridley is an advisor for M Holdings Securities, Inc. The advisor has gained experience at M Holdings Securities, Inc, Sdm Inc Dba Jkj Financial Services, Aids Law Project Of Pennsylvania, Haverford College Bookstore, The Barnes Foundation, Dataarts, Dollar General, Philadelphia Museum Of Art, Haverford College Libraries, Haverford College, Woodrow Wilson Middle School, Northeast High School and Jkj Financial Services. Ridley has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. M Holdings Securities, Inc is an advisory firm headquartered in Portland, OR. The investment advisory business has offices in 105 locations and a total of 738 advisors. It has $4 billion in total assets among its 10,065 accounts, making it one of the biggest firms in the nation by assets under management. Of its 10,065 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets available to invest. M Holdings Securities, Inc performs a broad array 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 vary depending on which services the firm provides the client. Fee types billed by M Holdings Securities, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Matthew Ridley Work History
Matthew has been registered as a financial advisor for 3 years.*
Jkj Financial Services
M Holdings Securities, Inc
Sdm Inc Dba Jkj Financial Services
Aids Law Project Of Pennsylvania
Dollar General
Philadelphia Museum Of Art
Dataarts
Haverford College
The Barnes Foundation
Haverford College Libraries
Haverford College Bookstore
Haverford College
Woodrow Wilson Middle School, Northeast High School
*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 Matthew Ridley 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, ME
San Rafael, CA
Portland, OR
Portland, OR
Rochelle Park, NJ
Portland, OR
Tampa, FL
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.
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.
