William Griffin Martin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 08/2021
  Morgan Stanley
  Montgomery, AL
• 08/2020 → 02/2021
  City Of Elba (Recreation)
  Elba, AL
• 08/2015 → 12/2019
  Murray State University Student
  Murray, KY
• 12/2019 → 06/2020
  Unemployed
  Elba, AL
• 07/2021 → 08/2021
  Morgan Stanley Private Bank, N.A
  New York, NY
• 08/2021 → 08/2023
  Concourse Financial Group Securities Inc
  Dothan, AL
• 08/2021 → 08/2023
  Holmes-Whatley & Associates
  Dothan, AL
• 08/2023 → Present
  Cetera Invesments Serivces Llc
  Saint Cloud, MN
• 08/2023 → Present
  Cetera Invesment Advisers Llc
  Troy, AL
• 08/2023 → Present
  Troy Bank And Trust Company
  Troy, AL

Previous Registrations

• 2021-09-15 → 2023-09-29
  Concourse Financial Group Securities, Inc.
  Dothan, AL

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14

Other Names

• William G Martin
• Griffin Martin