Greensboro, NC Revolution Mill Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
M HOLDINGS SECURITIES, Inc.
Multi-team
Firm-wide stats for M HOLDINGS SECURITIES, Inc.
About
M Holdings Securities, Inc. serves individuals (including high‑net‑worth clients), retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services described in its brochure, including discretionary and non‑discretionary investment management (wrap programs such as WealthPursuit and the M Wealth MPP wrap), retirement plan consulting, financial planning, insurance advisory for VA/VUL and PPI products, and sub‑advisory/TPAM arrangements.
M Holdings collects client information (assets, risk tolerance, time horizon, tax considerations) to make suitability‑based recommendations and generally provides ongoing monitoring and at least annual reviews; advisory authority may be discretionary in many of its programs. Investment management is delivered both by Financial Professionals acting as portfolio managers and by selecting and overseeing third‑party sub‑advisors and model portfolios (including affiliated sub‑advisor M Wealth), and the firm uses platform providers (for example Envestnet) and custodial arrangements to support trading, reporting, and fee billing.
The firm’s brochure highlights several features that distinguish it from many peers: it operates as both an SEC‑registered investment adviser and a FINRA‑member broker‑dealer (including acting as distributor for affiliated M Funds and as an introducing broker‑dealer), it participates in co‑advisory and promoter/solicitor relationships with other RIAs, and it provides period account updates and access to publications and practice‑management materials for Financial Professionals. The brochure also discloses the resulting conflicts of interest from revenue‑sharing, promoter fees, and proprietary affiliations, and it discloses prior SEC and FINRA regulatory matters.
Based on M HOLDINGS SECURITIES, Inc.
Location
1250 Revolution Mill Drive, Suite 150
Greensboro NC 27405
Advisors at this office
3
Advisors at this office
Christopher R
Series 63, Series 65
Greensboro, NC
M HOLDINGS SECURITIES, Inc.
Christopher Relos is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.
James K
ChFC®, Series 63
Greensboro, NC
M HOLDINGS SECURITIES, Inc.
James Kenerly is a ChFC® with 20 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2006. He also serves as Chief Operating Officer at Plybon and Associates, Inc. Outside of his financial advisory roles, he writes and publishes children's books under Rascal Books. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.
Robert P
Series 63, Series 65
Greensboro, NC
M HOLDINGS SECURITIES, Inc.
Robert Plybon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with M HOLDINGS SECURITIES since 2004 and has operated Plybon & Associates since 1972. Outside of advising, he serves on the Board of Trustees at East Carolina University, chairing the Facilities and Finance Committee. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, combining in-house portfolio management with oversight of third-party sub-advisors.
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