Vice President, Executive Benefits Consulting
Dave Gagnon
About
Investment advice offered through OneDigital Investment Advisors LLC.
Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. M Securities is independently owned and operated. ODIA is independent of and unaffiliated with M Securities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
M Securities’ Client Relationship Summary: Form CRS