David Quentin Kendrick
Investment adviser representative at M Holdings Securities, Inc.
24 yearsExperience
3 statesRegistered in
$3.2BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- M Holdings Securities, Inc.Jan 2026 to now
- The Teekell Company / M Holdings Securities, Inc.May 2018 to now
- Southern Loops Fitness LLCJan 2017 to Sep 2017
- The Summit Group, LLCAug 2013 to May 2018
- Eagle Strategies LLCDec 2009 to May 2018
- Nylife Securities LLCMay 2002 to May 2018
- New York Life Insurance CompanyApr 2002 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (AR, LA, TX).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4384666
- Firm CRD
- 43285