David Christopher Graffagnino

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

• 05/2004 → Present
  M Holdings Securities
  Portland, OR
• 05/2004 → Present
  Executive Compensation Group
  Daytona Beach, FL

Previous Registrations

• 1995-08-11 → 2004-06-14
  Ws Griffith Securities, Inc.
  Daytona Beach, FL

Other Businesses

1) Halifax Health; 303 N. Clyde Morris Blvd., Daytona Beach, FL 32114; 08/08/2011; Investment Committee Member; 1 hour/month, 0 hours/month during business hours; No compensation. 2) Executive Compensation Group, LLC; 325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114; 04/15/2020; Principal; Sales of securities, insurance, and RIA business are conducted under this LLC; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership, profits, commissions, RIA fees. 3) The 325, LLC; 325 N. Williamson Blvd, Suite 120, Daytona Beach, FL 32114; Real Estate Investment; Not Investment Related; Owner-70%; Passive Owner, Signs Checks for Building Maintenance; 8/29/2021; 2 hours Per Month; 0 hours Per month during Trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-21

Other Names

• David Christophe Graffagnino