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William Sun

M Holdings Securities, Inc.

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About William Sun

William Sun is a financial professional with over 8 years of experience in the industry. William is currently registered with M Holdings Securities, Inc. in Oregon. William has been registered with M Holdings Securities, Inc. since 2018 and has previously worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc. William is a Series 66 and Series 7 licensed representative. William specializes in various aspects of financial planning and portfolio management.

Firm Information

William Sun is currently registered with M Holdings Securities, Inc.. M Holdings Securities, Inc. is a corporation formed in March 1997, headquartered in Portland, Oregon. The firm provides a wide range of financial services including financial planning, portfolio management, and pension consulting. It also offers educational seminars and publishes periodicals. M Holdings Securities, Inc. serves a diverse clientele, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
M Holdings Securities, Inc.

1125 N.W. COUCH STREET

PORTLAND, OR 97209

$4.51B

Assets Under Management

10,065

Total Clients

509

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Sun’s Registration & Firm History

OR

05/08/2024 - Present

M Holdings Securities, Inc. (PORTLAND OR)

OR

11/13/2018 - 07/01/2022

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

OR

05/13/2016 - 08/31/2018

SIGNATOR INVESTORS, INC. (TIGARD OR)

OR

09/16/2015 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (TIGARD OR)

OR

06/26/2014 - 07/16/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 07/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Sun.
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