Scott Gordon Blackburn

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 08/2016 → Present
  Benson Blackburn, Llc
  Naples, FL

Other Businesses

1) Benson Blackburn, LLC; 999 Vanderbilt Beach Road, Suite 606, Naples, FL 34108; 01/2015; Principal; Overseeing case design, underwriting and client service functions, also assist in operations and financials of the practice; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Commissions, Profits, Wages/Salary/Tips. 2) Naples Botanical Garden; 4820 Bayshore Drive, Naples, FL 34112; 02/18/2021; Planning Giving Committee Member; Participate in meetings, provide ideas that benefit the Garden's mission; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 3) Gulfshore Playhouse; 755 8th Avenue South, Naples, FL 34102; 03/30/2021; Planning Giving Council Member; Participate in meetings, provide ideas that benefit the Gulfshore Playhouse's mission; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 4) PGS PARTNERS, LLC; 5150 Tamiami Trail N., Suite 501, Naples FL 34103; Holding company; Not investment related; Member, collecting earn-out from sale to Alera Group; 01/01/2022; 0 hours per month; 0 hour per month 5) MBSB Partners LLC; 5150 Tamiami Trail N. Suite 501 Naples, FL 34103; Entity Ownership; Not Investment Related; Principal; Owner only; 01/01/2015; 0 hours per month; 0 hours per month during trading hours. 6) Benson Blackburn, An Alera Group Agency LLC; 5150 Tamiami Trail N. Suite 501 Naples, FL 34103; Member Firm Affiliation; Senior Partner; Case design, client service, and producing new business and oversee and report on the financials; 11/01/2022; 160 hours per month; 160 hours per month during trading hours. 7) Estate Planning Council of Naples; PO Box 110687 Naples, FL 34108; Organization for professionals involved in estate planning; Not Investment Related; Director; Monthly board meetings and help finding speakers for events; 01/01/2023; 1 hour per month; 1 hour per month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-30

Designations

• Certified Financial Planner