Austin Cannon
Investment adviser representative at M Holdings Securities, Inc.
12 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
12 years in the industry.
- M Holdings Securities, Inc.Mar 2025 to now
- Nylife Securities LLCMay 2021 to Feb 2025
- New York Life Insurance CompanyMay 2021 to Jan 2024
- UnemployedMar 2021 to Apr 2021
- JPMorgan Securities LLCAug 2019 to Mar 2021
- New York Life Insurance CompanyJul 2018 to Aug 2019
- Dfw Management GroupMay 2018 to Jul 2018
- AflacApr 2018 to Aug 2018
- AXA Advisors LLCApr 2018 to Jun 2018
- UnemployedFeb 2018 to Mar 2018
- The FredoriaMay 2017 to Jan 2018
- ZipnacFeb 2017 to Mar 2017
- Stephen F. Austin State UniversityAug 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6898517
- Firm CRD
- 43285