William Basil Wilson
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 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
10 years in the industry.
- Vanguard Advisers, Inc.Sep 2025 to now
- The Vanguard Group, Inc.Jul 2025 to now
- Vanguard Marketing CorporationJul 2025 to now
- UnemployedMay 2025 to Jul 2025
- F&m Investment Services (partnership With LPL Financial LLC)Jan 2025 to May 2025
- Credit Union Investment Services (subsidiary of Secu)Jul 2022 to Jan 2025
- Secu Brokerage Services (subsidiary of Secu)Jul 2022 to Jan 2025
- Secu Life Insurance Company (subsidiary of Secu)Jul 2022 to Jan 2025
- Members Trust Company (partnership With Secu)Nov 2021 to Jan 2025
- State Employees' Credit Union (secu)Nov 2021 to Jan 2025
- Fidelity InvestmentsMar 2021 to Oct 2021
- Members Trust Company (partnership With Secu)Jul 2019 to Mar 2021
- State Employees' Credit Union (secu)Sep 2015 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7361900
- Firm CRD
- 106715