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Our solutions

M Securities
Full-service offerings for independent financial professionals


M Securities provides access to diverse offerings including investments,
insurance, annuities and advisory products, and services and platforms. Coupled
with our operations and compliance support teams, this enables Member Firms to
meet their clients’ unique needs while still maintaining independence in how
they structure and build their investment practices.


M SECURITIES



M Securities is a full-service broker-dealer and registered investment adviser,
offering a broad array of investment solutions for clients whose needs can be
complex. Our teams are focused on providing high-level service and support
exclusively to M Member Firms. Our open architecture platform gives Member Firms
flexibility in selecting products and finding solutions that meet clients’ best
interests.





PRODUCT LINES AND SERVICES



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 about the services offered by your
financial professional through M Securities as a broker-dealer and as a
registered investment advisor, please review the Firm Disclosures below.

 * Variable Life Insurance
 * Variable Annuities
 * Mutual Funds
 * ETFs
 * General Securities
 * Alternative Investments
 * Qualified Plans
   
 * Financial Planning
   
 * Investment Advisory Services
   


ACCESS CLIENT ACCOUNT INFORMATION



Access your accounts below:

 * Envestnet
 * Albridge
 * NetXInvestor (Pershing and PAS)
   
 * Schwab Advisor Center
   


DISCLOSURES



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


FIRM DISCLOSURES


 * M Securities Form CRS - Broker/Dealer and Advisory
 * M Securities Supplemental Disclosures
 * M Securities Privacy Policy
 * M Financial Group Disclosure Statement


ACCOUNT AND PRODUCT DISCLOSURES


 * New Account Disclosure
 * Mutual Fund & 529 Disclosure
 * Dreyfus Government Cash Management Prospectus (DGVXX)
 * Federated Government Reserves Prospectus (GRFXX)


INVESTMENT ADVISOR INFORMATION


 * M Securities Firm Brochure (ADV Part 2A)
 * WealthPursuit Wrap Fee Brochure

M Member Firms come in all sizes and specialties, but their commitment to
excellent service and client advocacy is the same.
Find a Firm ›


VIEW M INSIGHTS


White Paper



ABUZZ ABOUT BLOCKCHAIN TECHNOLOGY

Watch the Video ›View the Infographic ›Read the White Paper ›Read the Blog ›
White Paper



DISABILITY INSURANCE FOR HIGH-INCOME EARNERS

Watch the Video ›View the Infographic ›Read the White Paper ›Read the Blog ›
White Paper



M'S IUL GROWTH CAP RATE MODEL

Watch the Video ›View the Infographic ›Read the White Paper ›Read the Blog ›
View All M Insights ›
Account access
 * Member Firm Portal ›
 * M Benefits Portal ›
 * NexInvestor Portal ›
 * Albridge Portal ›
 * WealthPursuit Portal ›

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ACCOUNT ACCESS

 * Member Firm Portal ›
 * M Benefits Portal ›
 * NetXInvestor Portal ›
 * Albridge Portal ›
 * WealthPursuit Portal ›


COMPANY

 * Why M
 * Our SolutionsM BenefitsM WealthM SecuritiesM FundsOur NetworkCareers


RESOURCES

 * M Insights
 * Newsroom


WORK WITH US

 * Find a Firm
 * Become a Firm


CONNECT

 * Contact Us





M Financial Plaza 1125 NW Couch Street, Suite 900 Portland, OR 97209  |
 800.656.6960
© 2022 M Financial. All Rights Reserved.


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