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Linda Ann Hughes

M Holdings Securities, Inc.

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About Linda Ann Hughes

Linda Ann Hughes is a registered representative with M Holdings Securities, Inc. located in Atlanta, Georgia. Linda has been working in the securities industry since July 19, 1997 and has extensive experience in providing financial advice and services. Linda has held previous positions with Triad Advisors, Inc., USI Securities, Inc. and Jefferson Pilot Securities Corporation, among others.

Firm Information

Linda Hughes 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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Linda Hughes’s Registration & Firm History

GA

08/24/2007 - Present

M Holdings Securities, Inc. (ATLANTA GA)

GA

03/31/2006 - 06/19/2007

TRIAD ADVISORS, INC. (ATLANTA GA)

CT

01/11/2005 - 05/11/2005

USI SECURITIES, INC. (GLASTONBURY CT)

IN

02/11/1998 - 12/31/2004

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

GA

07/12/1995 - 12/04/1996

WMA SECURITIES, INC. (DULUTH GA)

IN

04/11/1995 - 07/18/1995

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 08/29/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Linda Ann Hughes. Review regulatory record here.
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