About

West Hartford, CT

Phone: (860) 761-9790
Fax: (860) 761-9791

29 S Main Street, Suite 311
West Hartford, CT 06107

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Palm Beach Gardens, FL

Phone: (561) 323-2265
Fax: (860) 761-9791

3825 PGA Blvd., Suite 303
Palm Beach Gardens, FL 33410

Privacy Policy

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.

Investment Advisory Services Offered Through LRI Investments, LLC, a Registered Investment Adviser. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

For further details regarding the securities relationship with M Holdings Securities, Inc. please go to mfin.com/DisclosureStatement.htm. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) here.

For important information related to LRI Investments, LLC, refer to the LRI Investments, LLC Client Relationship Summary (Form CRS) found here.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

CA Insurance License # 390636 File # 3173594.3