RPM Capital Management
45yrs
Top advisor by experience in Corona Del Mar
34yrs
Brad Morgan
Financial advisor at M Holdings Securities
Brad Morgan is a financial advisor in Corona Del Mar, California, with 34 years in the industry. Brad joined M Holdings Securities in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Brad holds the ChFC designation.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in California
Office2101 E. Coast Hwy Suite 200, Corona Del Mar, CA 92625
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$693,844
Advisors at the firm178
States licensed ?1 state
Services through M Holdings Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowM Holdings Securities, Inc.Current firm
Contact Brad
2101 E. Coast Hwy Suite 200Corona Del Mar, CA 92625Office · Get directions Firm main line(800) 656-6960Headquarters: M Holdings Securities · Portland, OR
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brad
Tailored to Brad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brad
How do I contact Brad?
Call M Holdings Securities at (800) 656-6960 and ask for Brad Morgan. Brad works from the Corona Del Mar, CA office.
How long has Brad been a financial advisor?
Brad has been in the industry since 1992, about 34 years. Top 9% by experience in California.
What licenses does Brad hold?
Series 63. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brad paid?
M Holdings Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Guardian Financial Partners
43yrs
Top advisor by experience at Guardian Financial Partners
The Wealth Collaborative
26yrs
More experience than 73% of advisors nationwide
Minorkey Management
25yrs
More experience than 72% of advisors nationwide
The Wealth Collaborative
19yrs
More experience than 59% of advisors nationwide
The Wealth Collaborative
18yrs
More experience than 56% of advisors nationwide