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Katie Carlson

M Holdings Securities, Inc.

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About Katie Carlson

Katie Carlson is a registered representative at M Holdings Securities, Inc. Katie has been in the industry for 10 years. Katie's current registration is in Arizona. Prior to joining M Holdings Securities, Inc. Katie was employed at Oppenheimer & Co. Inc., Silverhawk Asset Management, LLC, Clark Street Financial, Continuum Advisory, LLC, Cohn Financial Group, and Raymond James & Associates, Inc.. Katie's current branch office location is in Portland, OR. Katie has passed the Uniform Combined State Law Examination. Katie's firm, M Holdings Securities, Inc., is a large investment advisor with over 10,000 clients and over $4.5 billion in assets under management. M Holdings Securities, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Katie Carlson 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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Katie Carlson’s Registration & Firm History

AZ

01/17/2025 - Present

M Holdings Securities, Inc. (PHOENIX AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Carlson.
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