Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
17 years
Location
Shreveport, LA 71105
M HOLDINGS SECURITIES, Inc.
Multi-team
David Kendrick is a financial advisor with M Holdings Securities, Inc. based in Shreveport, LA. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies, The Summit Group, LLC, and The Teekell Company. He was also involved with Southern Loops Fitness LLC for a year. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house and third-party sub-advisors.
Based on M HOLDINGS SECURITIES, Inc.
Financial planning/consulting flat fees typically up to $10,000 depending on complexity; negotiable.
$0 - $184,615: Negotiated program fee minus 0.013% plus $24 annual minimum platform fee $184,615 - $2,308,000: Negotiated program fee $2,308,000+: Negotiated program fee minus 0.013% (due to max platform fee $300) $0 - $1,000,000: 1.30% (M Wealth Investment Management Services - Customized) $1,000,001 - $3,000,000: 1.25% (M Wealth Investment Management Services - Customized) $3,000,001 - $5,000,000: 1.20% (M Wealth Investment Management Services - Customized) $5,000,001 - $10,000,000: 1.10% (M Wealth Investment Management Services - Customized) $10,000,001+: 1.05% (M Wealth Investment Management Services - Customized) $0 - $1,000,000: 1.22% (M Wealth Model Management Services) $1,000,001 - $3,000,000: 1.20% (M Wealth Model Management Services) $3,000,001+: 1.17% (M Wealth Model Management Services)
Brokerage commissions on securities and insurance products sold through M Securities BD.
Financial planning/consulting fees up to $500 per hour.
Account minimum: $10,000 Minimum fee: Minimum annual platform fees apply; for example, WealthPursuit Prime, Schwab Programs, and Portfolio Advisory Services apply a minimum annual platform fee of $24, with maximum $300, which adjusts total advisory fee accordingly. Fee-only: Financial planning/consulting fees up to $500 per hour, or flat fees typically up to $10,000 depending on complexity; negotiable.
Shreveport, LA
8520 Business Park Drive
Shreveport LA 71105
Advisors at this office
2
Arkansas · Louisiana · Texas
17 years of industry experience
M Holdings Securities, Inc.
2026 - Present • 1 year
Portland, OR
The Teekell Company / M Holdings Securities, Inc.
2018 - Present • 8 years
Shreveport, LA
Southern Loops Fitness LLC
2017 - 2017 • 1 year
Shreveport, LA
The Summit Group, LLC
2013 - 2018 • 5 years
Shreveport, LA
Eagle Strategies (NY Life)
2009 - 2018 • 9 years
Shreveport, LA
NYLIFE Securities LLc
2002 - 2018 • 16 years
Shreveport, LA
New york Life Insurance Company
2002 - 2018 • 16 years
Shreveport, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
John Montgomery is a financial advisor at Montgomery Wealth Advisors in Shreveport, LA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Avant Garde Advisors LLC. Since 2015, he has been with Montgomery & Co., LLC. Montgomery Wealth Advisors provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s investment strategy is grounded in Modern Portfolio Theory and a long-term, passive asset-class approach, emphasizing diversified portfolios of no-load mutual funds and ETFs. It also offers formal pension consulting services, including investment policy statement development and participant education.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.
Series 63, Series 65
Shreveport, LA
Graham Financial
Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Gary Rankin is the sole advisor at Rankin Capital Investment Management, an independent firm based in Shreveport, LA. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory work, he owns and operates a separate consulting business focused on mergers and acquisitions, corporate finance, and strategic advice. Rankin Capital Investment Management provides personalized investment management and financial consultation to individuals, trusts, estates, family limited partnerships, LLCs, and family offices. The firm manages approximately $26.9 million in discretionary assets for a small client base, focusing on ongoing portfolio management with a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Leonard Gresens is the principal advisor at Cornerstone Investment Advisors Group, LLC in Shreveport, LA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cornerstone Investment Advisors Group since 2011. In addition to his advisory role, Gresens owns and operates an insurance agency, Cornerstone Financial Services, LLC, where he spends approximately half of his time. Cornerstone Investment Advisors Group is an independent, state-registered firm serving about 30 individual clients with $5.7 million in assets under management. The firm provides ongoing portfolio management and integrated financial planning, primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers a range of investment strategies including mutual funds, equities, bonds, ETFs, government securities, and insurance products.
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