William Bernard Martin
Investment adviser representative at LPL Enterprise, LLC
26 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- TIAAJul 2023 to Jul 2025
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to Jul 2025
- Wells Fargo Clearing Services, LLCMar 2021 to Jan 2023
- DisysJan 2021 to Jan 2023
- Ttec (dba USAA)Nov 2020 to Jan 2021
- RandstadMar 2020 to Oct 2020
- American Income LifeSep 2019 to Jun 2020
- MML Investors Services, LLCNov 2017 to Jun 2019
- MassmutualFeb 2016 to Jun 2019
- Rlstate Dot ComJan 2000 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1844380
- Firm CRD
- 8733