Richard
Hultquist
M Holdings Securities, Inc
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About this Advisor
Richard Hultquist is a financial advisor working in Seattle, Washington with 17 years of industry experience. Hultquist works at M Holdings Securities, Inc. Throughout their career, Hultquist has worked at M Holdings Securities, Inc and The Meisenbach Company Dba Mcm. Hultquist has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Washington. M Holdings Securities, Inc is a company operating out of Portland, OR. The firm has offices in 105 locations and a total of 738 people on staff. It administers $4 billion in assets among its 10,065 accounts, placing it among the largest firms in the nation by assets under management. Of its 10,065 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in investable assets. M Holdings Securities, Inc performs a number of services, such as 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 management fee schedules usually vary depending on the financial services offered. Fees billed by M Holdings Securities, Inc can include some blend 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
Richard Hultquist Work History
Richard has been registered as a financial advisor for 17 years.*
M Holdings Securities, Inc
The Meisenbach Company Dba Mcm
*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 Richard Hultquist 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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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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