William Richard Martin
Investment adviser representative at Vanguard Advisers, Inc.
14 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Vanguard Advisers, Inc.Jan 2022 to now
- The Vanguard Group, Inc.Jan 2022 to now
- Vanguard Marketing CorporationJan 2022 to now
- Fidelity InvestmentsJun 2021 to Jan 2022
- J.P. Morgan Securities LLCApr 2021 to Jun 2021
- JPMorgan Chase Bank, N.A.Apr 2021 to Jun 2021
- UnemployedFeb 2021 to Mar 2021
- Equitable Advisors, LLCJan 2020 to Jan 2021
- Equitable Financial Life Insurance CoJan 2020 to Jan 2021
- C&j EnergyNov 2018 to Dec 2019
- HalliburtonJul 2018 to Nov 2018
- Southwest Oklahoma State UniversityAug 2012 to Jul 2018
- US Army National GuardJul 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (AZ, OK, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 7217512
- Firm CRD
- 106715