None of the content in this website, including the testimonials and video presentations, relate to the provision of investment advisory services.
The testimonials used may not be representative of the experience of other clients, and they are not indicative of future performance or success. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
Thomas Financial Group is owned and operated independently from M Holdings Securities, Inc. Thomas Financial is a member of M Financial Group. Please go to http://mfin.com/DisclosureStatement.htm for further details regarding this relationship.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.