Judson G. Teekell
Professional summary
Judson Gray Teekell is a registered financial professional currently at M HOLDINGS SECURITIES, INC. located in Shreveport, Louisiana.
Judson is registered as a RR (Registered Representative) and started their career in finance in 1977. Judson has worked at 6 firms and has passed the Series 63, Series 6TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Judson Gray Teekell's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2000 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 8520 Business Park Drive, Shreveport, LA 71105May 17, 1993 - December 12, 2000
MUTUAL SERVICE CORPORATION
February 2, 1983 - October 1, 1984
INTEGRATED RESOURCES EQUITY CORPORATION
December 28, 1981 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
December 28, 1981 - April 21, 1993
OSAIC FA, INC.
August 24, 1977 - March 25, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Primary Firm SEC Registration
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/27/2023)
(4/27/2023)
(12/12/2000)
(10/28/2025)
(4/27/2023)
(4/27/2023)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 1
Date: 8/14/1977
Registered Representative ExaminationFINRA
Current Firm
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M FINANCIAL HOLDINGS INCORPORATED | EQUITY OWNER | |
| HANEY-JACKSON, LAURA ELIZABETH | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 4771801 |
| LUDWIG, STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | 2440911 |
| ROGERS, MARIA RENEE | PRINCIPAL FINANCIAL OFFICER | 2442526 |
| SCHOONMAKER, MICHAEL SKI | CHIEF EXECUTIVE OFFICER | 2408456 |
Regulatory assets under management
| Total Number of Accounts | 8,234 |
| AUM (Assets Under Management) | $ 4,078,516,284 |
Disclosures
| Regulatory Event | 5 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 11/13/2024 | ||
| 08/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
