Brian Quinn Coleman

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

• 08/2014 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2013-04-03 → 2014-05-01
  Key Investment Services Llc
  Vancouver, WA
  Lake Oswego, OR
• 2011-10-14 → 2013-02-26
  Cetera Investment Services Llc
  Tigard, OR
• 2009-08-13 → 2011-10-06
  U.S. Bancorp Investments, Inc.
  Beaverton, OR
  Tualatin, OR
  Portland, OR
  Tigard, OR
  Beaverton, OR
  Beaverton, OR
  Beaverton, OR
  Portland, OR
  Beaverton, OR
  Lake Oswego, OR
  Hillsboro, OR
  Forest Grove, OR
  Cornelius, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-12
• S63 Uniform Securities Agent State Law Examination
  2003-01-23

Other Names

• Brian Q Coleman