Management expertise, innovative solutions,
compliance savvy, and unparalleled service.

M Holdings Securities, Inc. (“M Securities”) has evolved into one of the nation’s top independent, full service broker/dealers and Registered Investment Advisors, offering a diverse product selection and comprehensive service and support to M Financial Group Member Firms and their clients.

As a wholly owned subsidiary of M Financial, M Securities is exclusive to M Member Firms. The
M Securities team is keenly focused on delivering access to the products—and the high quality, specialized services—Member Firms need to help their clients meet their goals and objectives.