Robert
Fee

M Holdings Securities, Inc

CRD#6639075
Investment Advisor
in Knoxville, TN

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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

Series 65, Series 63

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

9700 Westland Dr. Suite 103
Knoxville, TN 37922

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$4,513,584,910

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

706

TN Average: 50
Total Number of Accounts

9,871

TN Average: 1,309
Average Account Size

$457,257

TN 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

Robert Fee Work History

2019 - Present (5 years)

M Holdings Securities, Inc

2019 - Present (5 years)

The Benefits Group, LLC

2018 - 2019 (1 year)

Massmutual Life Insurance Company

2018 - 2019 (1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2016 - 2018 (2 years)

Northwestern Mutual Life Insurance Company

2015 - 2017 (2 years)

Grace Christian Academy

2014 - 2014 (< 1 year)

Sport Seasons

2014 - 2016 (2 years)

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

Douglas Whitten
Knoxville, TN
Michael Houghton
El Paso, TX
Ryan Kessler
Newtown, PA
Nathaniel Tjoa
San Jose, CA
Matthew Kasper
Phoenix, AZ
Sean Lorenz
Denver, CO
James Chapman
Detroit, MI
Kurt Knoess
Portland, OR

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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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.

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