Winifred Sun, financial advisor Irvine CA

Winifred Sun

CRD Number: 4034080
Current Firm: Sun Group Wealth Partners LLC

Winifred Sun (CRD# 4034080) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Sun Group Wealth Partners, LLC Irvine, CA Jan 2013 - Current 11
Lpl Financial, LLC Irvine, CA Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Winifred S. Sun
Phone Number: 949-625-6800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $293,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, NH, NV, TX

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