Peter Michael Williams

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1982 → Present
  Peter M. Williams
  Orlando, FL
• 01/1984 → Present
  Corporate Continuity Inc
  Alt Spgs, FL
• 06/2001 → Present
  M Holdings Securities, Inc.
  Portland, OR

Other Businesses

1) PETER M. WILLIAMS & CO.; 6735 CONROY ROAD, SUITE 218, ORLANDO, FL 32835; 01/1990; PRESIDENT; LIFE INSURANCE SALES; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP, PROFITS, COMMISSIONS, WAGES/SALARY. 2) ADVENT HEALTH FOUNDATION; 550 EAST ROLLING STREET, 6TH FLOOR, ORLANDO, FL 32803; 10/01/2012; BOARD MEMBER; ATTEND MONTHLY BOARD MEETINGS, PROVIDE GUIDANCE TO THE FOUNDATION; NOT INVESTMENT RELATED; 1 HOUR/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION. 3) LONGFORD CAPITAL FUND II, L.P.; 35 WEST WACKER DRIVE, SUITE 3700, CHICAGO, IL 60601 [WWW.LONGFORDCAPITAL.COM]; 03/17/2017; INVESTOR; LONGFORD CAPITAL IS A PRIVATE INVESTMENT COMPANY THAT INVESTS IN COMMERCIAL LITIGATION; INVEST RELATED; 1 HOUR/MONTH, 0 HOURS/MONTH DURING BUSINESS ACTIVITIES; NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-03
• S63 Uniform Securities Agent State Law Examination
  1980-09-16