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William Edgar Woodson

MARTIN & COMPANY, INC·KNOXVILLE, Tennessee
Series 7, Series 63Clean record22 years registeredMARTIN & COMPANY, INC
TWO CENTRE SQUARE, SUITE 200, KNOXVILLE, TN 37902-1669CRD# 1175050Firm CRD# 108718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Edgar Woodson · KNOXVILLE, TN
Registration
CRD #1175050 · MARTIN & COMPANY, INC · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MARTIN & COMPANY, INC
Apr 2004Aug 2021
KNOXVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 1, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARTIN & COMPANY, INC
CRD 108718 · SEC 801-55241
AUM
$1.5B
Regulatory assets under management
Employees
7
122 client accounts
Services offered by MARTIN & COMPANY, INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does William Edgar Woodson offer?
William Edgar Woodson specializes in Investment Management, Wealth Management, Fee-Only Advisory.
What are William Edgar Woodson's credentials?
William Edgar Woodson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edgar Woodson located?
William Edgar Woodson is based in KNOXVILLE, Tennessee, last registered with MARTIN & COMPANY, INC.
How does William Edgar Woodson charge for services?
William Edgar Woodson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTIN & COMPANY, INC?
MARTIN & COMPANY, INC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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