William Richard Martin
Investment Adviser Representative at Vanguard Advisers, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Richard Martin is an investment adviser representative with Vanguard Advisers, Inc. in Addison, TX, where they have been registered since 2022. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, Oklahoma, and Texas.
Office
Advisors at this office: 94
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Oklahoma, Texas
- Broker:
3 states and territories
Arizona, Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- US Army National GuardJul 2012 – Jul 2018Mustant, OK
- Southwest Oklahoma State UniversityAug 2012 – Jul 2018Weatherford, OK
- HalliburtonJul 2018 – Nov 2018El Reno, OK
- C&J EnergyNov 2018 – Dec 2019El Reno, OK
- Equitable Financial Life Insurance CoJan 2020 – Jan 2021Oklahoma City, OK
- Equitable Advisors, LLCJan 2020 – Jan 2021Oklahoma City, OK
- JPMorgan Chase Bank, N.A.Apr 2021 – Jun 2021Edmond, OK
- J.P. Morgan Securities LLCApr 2021 – Jun 2021Edmond, OK
- UnemployedFeb 2021 – Mar 2021Yukon, OK
- Fidelity InvestmentsJun 2021 – Jan 2022Salt Lake City, UT
- The Vanguard Group, Inc.Jan 2022 – no end date reportedPlano, TX
- Vanguard Marketing CorporationJan 2022 – no end date reportedPlano, TX
- Vanguard Advisers, Inc.Jan 2022 – no end date reportedPlano, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vanguard Advisers, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,379
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Malvern, PA
- SEC file number:
- 801-49601
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Vanguard Advisers, Inc.
Showing 12 of 2,379 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Richard Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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