David
Pergande
M Holdings Securities, Inc
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About this Advisor
David Pergande is a financial advisor based in Addison, Texas, working with M Holdings Securities, Inc. David has previously held positions at Lincoln Financial Distributors, First Palladium, LLC, Hilltop Securities Inc, M Holdings Securities, Inc, Ash Brokerage, and Mercap Securities, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, David is part of M Holdings Securities, Inc, which operates out of Addison, Texas. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including high-net-worth individuals. 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
David Pergande Work History
M Holdings Securities, Inc
Hilltop Securities Inc
Hilltop Securities Inc
First Palladium, LLC
Ash Brokerage
Mercap Securities, LLC
Lincoln Financial Distributors
Disclosures
Please visit the SEC profile of David Pergande 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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