William E. Woodson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Edgar Woodson JR was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1983. William had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2004 - August 19, 2021
MARTIN & COMPANY INVESTMENT COUNSEL
November 2, 1988 - November 22, 1988
CAREY JAMISON & COMPANY
September 2, 1987 - October 31, 1988
HIBBARD BROWN & CO., INC.
September 28, 1983 - September 24, 1987
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
MARTIN & COMPANY INVESTMENT COUNSEL
CRD#: 108718 / SEC#: 801-55241
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MARTIN & COMPANY INVESTMENT COUNSEL
CRD#: 108718 / SEC#: 801-55241
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 1,491,136,960 |
Red Flags
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