Robert
Fee
M Holdings Securities, Inc
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About this Advisor
Robert Fee is a financial advisor based in Knoxville, Tennessee, working with M Holdings Securities, Inc. Robert has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Sport Seasons, Duct Doctor Usa, Grace Christian Academy, Massmutual Life Insurance Company, Mml Investors Services, LLC, M Holdings Securities, Inc, and The Benefits Group, LLC. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee and Virginia. Currently, Robert is part of M Holdings Securities, Inc, which operates out of Knoxville, Tennessee. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
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
Robert Fee Work History
M Holdings Securities, Inc
The Benefits Group, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Grace Christian Academy
Sport Seasons
Duct Doctor Usa
Disclosures
Please visit the SEC profile of Robert Fee 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
Knoxville, TN
Knoxville, TN
Denver, CO
Portland, OR
Portland, OR
San Jose, CA
Berwyn, PA
Dallas, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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