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Kellie Lorraine Wallace

M Holdings Securities, Inc.

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About Kellie Lorraine Wallace

Kellie Lorraine Wallace is a registered representative with M Holdings Securities, Inc. Kellie has been in the financial services industry since February 22, 1999. She is registered to provide investment advice in the states of California, Georgia, North Carolina, Oregon, and Washington. Kellie specializes in providing financial planning services and portfolio management for individuals and businesses. Kellie has a Series 6 and Series 63 license.

Firm Information

Kellie Wallace 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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Kellie Wallace’s Registration & Firm History

OR

11/17/2000 - Present

M Holdings Securities, Inc. (PORTLAND OR)

OR

02/23/1999 - 11/20/2000

MCG EQUITIES, LLC (PORTLAND OR)

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Licenses & Designations

BC

Issued 03/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Lorraine Wallace.
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