Best Investors Account Sign in

William Conyers Martin

Commonwealth Financial Network

Raleigh, NC

Claim This Profile
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-24
NC RA APPROVED 2022-08-12
  • TX RA
    APPROVED_RES
    Since 2026-03-24
  • NC RA
    APPROVED
    Since 2022-08-12

Branch Locations

801 Corporate Center Drive Suite 110, Raleigh, NC 27607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Durham NC 03/2015 08/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2022
Lifetime Asset Management Llc Durham NC 08/2022 Present
Commonwealth Financial Network Waltham MA 08/2022 Present
  • 03/2015 → 08/2022
    Fidelity Brokerage Services Llc
    Durham, NC
  • 07/2018 → 08/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2022 → Present
    Lifetime Asset Management Llc
    Durham, NC
  • 08/2022 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
  • 2018-07-13 → 2021-11-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-01-04 → 2018-07-13
    Strategic Advisers Llc
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
  • S66 Uniform Combined State Law Examination
    2015-07-01
Other Names
  • William Martin

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor