linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Bruce Polan

M Holdings Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Bruce Polan

Lawrence Polan is a financial advisor at M Holdings Securities, Inc., a firm that manages over $4.5 billion in assets. Lawrence has been in the industry since 2001 and is registered with FINRA and the SEC. He holds Series 6, 63, and 65 licenses, as well as the SIE exam. Lawrence's focus is on individual investors, corporations, and pension plans. M Holdings Securities, Inc. offers a range of financial services including financial planning, portfolio management, educational seminars, and publication of periodicals.

Firm Information

Lawrence Polan 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Polan’s Registration & Firm History

MD

12/20/2006 - Present

M Holdings Securities, Inc. (TIMONIUM MD)

MD

11/14/2001 - 12/31/2006

MUTUAL SERVICE CORPORATION (TIMONIUM MD)

Not sure if Lawrence Bruce Polan is right for you?

Licenses & Designations

BC

Issued 01/29/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Bruce Polan.
Not sure if Lawrence Bruce Polan is right for you?