William
Webster

M Holdings Securities, Inc

CRD#1086031
Investment Advisor
in Portland, OR

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About this Advisor

William Webster is a chartered financial consultant operating in Portland, Oregon who has 9 years of industry experience. Webster currently works for M Holdings Securities, Inc. Their career trajectory has included roles at Self Employed-Insurance Broker, Nfp Securities, Inc, M Holdings Securities, Inc, Boulevard Financial and Greenberg Wexler & Eig LLC. Webster maintains a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Kansas. M Holdings Securities, Inc is a financial advisory firm headquartered in Portland, OR. The firm has offices in 105 locations and a total of 738 people on staff. It oversees $4 billion in assets under management between its 10,065 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 10,065 customer accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by M Holdings Securities, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1125 N.W. Couch Street Suite 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$3,932,369,637

OR Average: $1,120,203,312
Total Number of Employees

738

OR Average: 50
Total Number of Accounts

10,065

OR Average: 1,309
Average Account Size

$390,697

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Webster Work History

William has been registered as a financial advisor for 9 years.*

2016 - Present (8 years)

Greenberg Wexler & Eig LLC

2013 - Present (11 years)

M Holdings Securities, Inc

2007 - Present (17 years)

Self Employed-Insurance Broker

2013 - 2016 (3 years)

Boulevard Financial

2008 - 2013 (5 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Webster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at M Holdings Securities, Inc

Kory Lenz
Tampa, FL
Amy Palmer
Portland, OR
Andrew Miner
Portland, ME
Jason Duffy
Rochelle Park, NJ
Benjamin Hall
Newtown, PA
Eugene Lovasco
Portland, OR
Steven Wight
San Rafael, CA
Brian Coleman
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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