AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Christopher Joel Walkup

WILLIAM B. WALKUP & ASSOCIATES, INC.·COLUMBIA, South Carolina
Clean recordWILLIAM B. WALKUP & ASSOCIATES, INC.
142 ATRIUM WAY, COLUMBIA, SC 29223-6301CRD# 3161471Firm CRD# 135533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Joel Walkup · COLUMBIA, SC
Registration
CRD #3161471 · WILLIAM B. WALKUP & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Joel Walkup is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with WILLIAM B. WALKUP & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WILLIAM B. WALKUP & ASSOCIATES, INC.
WILLIAM B. WALKUP & ASSOCIATES, INC.
AUM
$152M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WILLIAM B. WALKUP & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3161471
Firm CRD# 135533
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, South Carolina or claim this profile if it's yours.

Browse COLUMBIA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Christopher Joel Walkup offer?
Christopher Joel Walkup specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Christopher Joel Walkup's credentials?
Christopher Joel Walkup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Joel Walkup located?
Christopher Joel Walkup is based in COLUMBIA, South Carolina, working with WILLIAM B. WALKUP & ASSOCIATES, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Christopher Joel Walkup charge for services?
Christopher Joel Walkup'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 WILLIAM B. WALKUP & ASSOCIATES, INC.?
WILLIAM B. WALKUP & ASSOCIATES, INC. has approximately 4 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WILLIAM B. WALKUP & ASSOCIATES, INC.

Richard Brantley Newsome
COLUMBIA, SC
William Baskin Walkup
COLUMBIA, SC

More Advisors in COLUMBIA, South Carolina

Delton Ovid Bailey
BAILEY DELTON OVID JR/SC/·COLUMBIA, SC
Jeb Stuart Zoller
DAVINCI FINANCIAL DESIGNS LLC·COLUMBIA, SC
John Leaphart
CCM INVESTMENT ADVISERS, LLC·COLUMBIA, SC
Margaret Ellen Pender
ANCHOR INVESTMENT MANAGEMENT, LLC·COLUMBIA, SC
Anthony Franklin Carimi
CCM INVESTMENT ADVISERS, LLC·COLUMBIA, SC
Rebecca Folline Rhodes
CCM INVESTMENT ADVISERS, LLC·COLUMBIA, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (112)CHARLESTON (111)FORT MILL (31)MOUNT PLEASANT (28)MT. PLEASANT (22)FLORENCE (22)ROCK HILL (14)RIDGELAND (11)SPARTANBURG (10)WEST COLUMBIA (9)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideMT. PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile