William Basil Wilson

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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 → 10/2021
  Fidelity Investments
  Jacksonville, FL
• 09/2015 → 03/2021
  State Employees' Credit Union (Secu)
  Wilmington, NC
• 07/2022 → 08/2023
  Secu Brokerage Services (Subsidiary Of Secu)
  Boone, NC
• 07/2022 → 08/2023
  Secu Life Insurance Company (Subsidiary Of Secu)
  Boone, NC
• 11/2021 → 08/2023
  State Employees' Credit Union (Secu)
  Boone, NC
• 07/2019 → 03/2021
  Members Trust Company (Partnership With Secu)
  Wilmington, NC
• 07/2022 → 08/2023
  Credit Union Investment Services (Subsidiary Of Secu)
  Boone, NC
• 01/2025 → 05/2025
  F&M Investment Services (Partnership With Lpl Financial Llc)
  Granite Quarry, NC
• 07/2025 → Present
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2025 → 07/2025
  Unemployed
  Salisbury, NC
• 08/2023 → 01/2025
  State Employees' Credit Union (Secu)
  Raleigh, NC
• 11/2021 → 08/2023
  Members Trust Company (Partnership With Secu)
  Boone, NC
• 08/2023 → 01/2025
  Members Trust Company (Partnership With Secu)
  Raleigh, NC
• 08/2023 → 01/2025
  Credit Union Investment Services (Subsidiary Of Secu)
  Raleigh, NC
• 08/2023 → 01/2025
  Secu Brokerage Services (Subsidiary Of Secu)
  Raleigh, NC
• 08/2023 → 01/2025
  Secu Life Insurance Company (Subsidiary Of Secu)
  Raleigh, NC
• 07/2025 → Present
  Vanguard Marketing Corporation
  Charlotte, NC
• 09/2025 → Present
  Vanguard Advisers, Inc.
  Charlotte, NC

Previous Registrations

• 2025-01-24 → 2025-05-21
  Lpl Financial Llc
  Granite Quarry, NC
• 2022-09-20 → 2024-12-31
  Credit Union Investment Services
  Blowing Rock, NC
  Raleigh, NC

Other Businesses

NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 07/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-20
• S63 Uniform Securities Agent State Law Examination
  2021-07-12

Other Names

• William B Wilson
• William B Wilson
• Will Wilson
• William Wilson
• Bill B Wilson
• William Wilson