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M Securities

M Holdings Securities, Inc. (M Securities) offers a high level of service and support, expertise in the ultra-affluent and corporate markets, access to thousands of products, and benefits of scale. As a wholly owned subsidiary of M Financial Group, we are exclusive to M Member Firms and rank among the largest independent broker/dealers in the nation, with more than $50 billion in assets under administration.

 

Our team is singularly focused on delivering access to a diverse selection of investment and insurance products and services that reflect an understanding that client needs can’t be met with a single solution. M Member Firms are free to select products from the extensive array of providers who transact business through M Securities.

Product Lines

  • Variable Life Insurance
  • Variable Annuities
  • Asset Management
  • General Securities
  • Alternative Investments
  • 401(k)

Our proactive approach to changes in the marketplace provides services, products, and programs that effectively serve clients in a dynamic and competitive environment. For more information, please contact M Securities at 866.272.1381 or msecurities@mfin.com.

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Disclosures

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC, Member Firms are independently owned and operated. Use FINRA’s BrokerCheck to check the background of this Firm and/or investment professional.

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