Spencer Allison Fugita
Investment adviser representative at M Holdings Securities, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Financial Designs LtdJun 2020 to now
- M Holdings Securities, Inc.Feb 2020 to now
- Groff Team Advisors, LLCFeb 2020 to May 2020
- Guardian Life InsJan 2017 to Feb 2020
- Park Avenue SecuritiesJan 2017 to Feb 2020
- AXA Advisors, LLCJun 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6340360
- Firm CRD
- 43285