Rodney
Bench
M Holdings Securities, Inc
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About this Advisor
Rodney Bench is a financial advisor based in Seattle, Washington, working with M Holdings Securities, Inc. Rodney has previously held positions at Ra Bench, Inc, Kibble & Prentice Holding Company, M Holdings Securities, Inc, Columbia Pacific Wealth Management, and Pillar International Insurance Advisors, LLC. Rodney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Rodney is part of M Holdings Securities, Inc, which operates out of Seattle, Washington. 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
Rodney Bench Work History
Pillar International Insurance Advisors, LLC
M Holdings Securities, Inc
Ra Bench, Inc
Columbia Pacific Wealth Management
Kibble & Prentice Holding Company
Disclosures
Please visit the SEC profile of Rodney Bench 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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