AUMdb
NA

Nathan Allan Perry

CRD 4197800 Chartered Financial Analyst

Firms

FirmRoleAs of
M Holdings Securities, Inc. Registered representative 07/20/2026
M Financial Asset Management, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗