Peyton Miller
Investment adviser representative at M Holdings Securities, Inc.
10 yearsExperience
11 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
10 years in the industry.
- M Holdings Securities, Inc.Jan 2026 to now
- Mchenry Advisers, Inc.Mar 2024 to now
- Integrity Alliance, LLC.Nov 2025 to Jan 2026
- Lion Street AdvisorsApr 2025 to Nov 2025
- Morgan StanleyJun 2023 to Aug 2023
- The Ohio State UniversityAug 2020 to May 2024
- Rooted Juicery + KitchenNov 2019 to Aug 2020
- Cabana On the RiverMay 2019 to Aug 2019
- Skyline ChiliMar 2019 to Apr 2019
- BabysitterJan 2019 to Aug 2024
- Miller Lloyd DdsJun 2018 to Aug 2018
- Saint Ursula AcademyAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, MD, MI, MO, NC, NV, OH, PA, 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
- 7721592
- Firm CRD
- 43285