M FINANCIAL GROUP: With more than 140 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.