Joseph Thomas Fabrizio

CFP

M Holdings Securities, INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

M Holdings Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

327 advisors

Number of Clients

3,621 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.1B

Fee Structure

Minimum Investment:$10K

Location

5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

M Holdings Securities, INC.Broker

May 2024 - Present · 1 yr 9 mos

Legacy Advisors, LLC

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Mycio Wealth Partners, LLC

October 2015 - January 2021 · 5 yrs 3 mos

Haverford Trust Securities, INC.Broker

October 2014 - September 2015 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.