Shreveport, LA Office

Team
Updated today

Client AUM

$3,030,710,637

Clients

4,368

Advisors

2

Of 174 advisors across 91 offices

Location

8520 Business Park Drive

Shreveport LA 71105

Advisors at this office

2

Advisors at this office

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David K

Series 63, Series 65, Series 66

Shreveport, LA

M Holdings Securities, INC.

David Kendrick is a financial advisor with M Holdings Securities, Inc. based in Shreveport, LA. He holds the Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. His prior work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies, The Summit Group, LLC, and The Teekell Company. He also operated Southern Loops Fitness LLC for one year. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a 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, and insurance advisory, supported by ongoing monitoring and the use of third-party sub-advisors and platform providers.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Connor B

Series 63, Series 65

Shreveport, LA

M Holdings Securities, INC.

Connor Burke is a financial advisor with M Holdings Securities, Inc. in Shreveport, LA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at M Holdings Securities since 2014 and is also a principal at The Teekel Company. Additionally, he operates Burke & Burke Insurance, an insurance agency specializing in group insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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