EL
Eugene F. Lovasco
M HOLDINGS SECURITIES
Detroit, MI 48226
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CRD#: 853682
EL
Professional summary
Eugene Frank Lovasco, who also goes by Gene Lovasco, is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Detroit, Michigan.
Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Eugene has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gene Lovasco
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Lovasco Consulting Group, Inc; One Woodward Avenue, Suite 1500, Detroit, MI 48226; 10/18/2001; President & CEO; Management, Sales & Service; Investment Related; 160 hours/month; 160 hours/month during business hours. 2) Detroit Symphony Orchestra; 51 Parsons St, Detroit, MI 48201; Board of Trustees; Investment related; Member of the development committee, general fundraising; 6/7/2023; 2 hours per month; 2 hours per month during trading hours. 3) Henry Ford Hospital; 1 Ford Place Detroit, MI 48202; Board of Directors; Investment related; Board Member; Member of the board and serves on the investment and finance committees; 12/1/2024; 4 hours per month; 4 hours per month during trading hours. 4) Rocky Produce Company; 7201 W. Fort Street, Detroit MI 48209; Produce Distribution; Not Investment Related; Board Member; Advise on family and business succession issues; 11/01/2024; 1 hr/mo; 1 hr/mo during trading hours. 5) Detroit Athletic Club Foundation; 241 W. Madison Detroit MI 48226; Foundation; Not Investment Related; Board Member; Involved in the capital campaign to raise money for the operating endowment of the DAC Foundation; 2/1/2024; 3 hr/mo; 2hr/mo during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Eugene Frank Lovasco's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eugene Frank Lovasco's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 24, 2017 - Present
M HOLDINGS SECURITIES, INC.
Office #1: One Woodward Ave., Ste 1500, Detroit, MI 48226RIA
BD
CRD#: 43285
Detroit, MI
Current
October 17, 2013 - Present
M HOLDINGS SECURITIES, INC.
Office #1: One Woodward Ave., Ste 1500, Detroit, MI 48226RIA
BD
CRD#: 43285
Detroit, MI
Past
November 16, 2001 - April 1, 2013
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
STERLING HEIGHTS, MI
Past
January 27, 1999 - November 20, 2001
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
June 23, 1978 - February 9, 1999
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/18/2022)
RR
Colorado(4/25/2022)
RR
Delaware(11/22/2019)
RR
Florida(6/13/2014)
RR
Illinois(6/13/2014)
RR
Michigan(10/17/2013)
IAR
Michigan(4/24/2017)
RR
Minnesota(6/13/2014)
RR
Missouri(6/13/2014)
RR
North Carolina(6/13/2014)
RR
Tennessee(5/7/2025)
RR
Washington(6/13/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/19/1978
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
MH
M HOLDINGS SECURITIES, INC.
M HOLDINGS SECURITIES, INC.
CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
1125 N.w. Couch Street Suite 900, Portland, OR 97209
Mailing Address
P.o. Box 2207, Portland, OR 97208-2207
Phone number
(888) 520-6784
Established
Oregon since 03/21/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,442
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
M HOLDINGS SECURITIES, INC.
CRD#: 43285Detroit, MI 48226TRUST BUT VERIFY
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