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Joseph Duncan

M Holdings Securities, Inc.

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About Joseph Duncan

Joseph Duncan is a financial advisor registered with M Holdings Securities, Inc. in Minnesota. Joseph has been in the industry for over 2 years and is a graduate of the University of St. Thomas. Joseph holds the Series 66, Series 7TO, and SIE licenses. Joseph is currently working with clients at M Holdings Securities, Inc. and Chaffee & Associates LLC. He provides financial planning, pension consulting and educational seminars. Joseph Duncan's clients include high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.

Firm Information

Joseph Duncan is currently registered with M Holdings Securities, Inc.. M Holdings Securities, Inc. is a corporation formed in March 1997, headquartered in Portland, Oregon. The firm provides a wide range of financial services including financial planning, portfolio management, and pension consulting. It also offers educational seminars and publishes periodicals. M Holdings Securities, Inc. serves a diverse clientele, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
M Holdings Securities, Inc.

1125 N.W. COUCH STREET

PORTLAND, OR 97209

$4.51B

Assets Under Management

10,065

Total Clients

509

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Duncan’s Registration & Firm History

OR

11/20/2023 - Present

M Holdings Securities, Inc. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 11/15/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/11/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Duncan.
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