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Richard Brantley Newsome

WILLIAM B. WALKUP & ASSOCIATES, INC.·COLUMBIA, South Carolina
Series 65Clean record19 years registeredWILLIAM B. WALKUP & ASSOCIATES, INC.
142 ATRIUM WAY, COLUMBIA, SC 29223-6301CRD# 5269667Firm CRD# 135533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Brantley Newsome · COLUMBIA, SC
Registration
CRD #5269667 · WILLIAM B. WALKUP & ASSOCIATES, INC. · 19 years registered
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Brantley Newsome 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

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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# 5269667
Firm CRD# 135533
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Brantley Newsome offer?
Richard Brantley Newsome specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Richard Brantley Newsome's credentials?
Richard Brantley Newsome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Brantley Newsome located?
Richard Brantley Newsome 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 Richard Brantley Newsome charge for services?
Richard Brantley Newsome'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.
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Other Advisors at WILLIAM B. WALKUP & ASSOCIATES, INC.

Christopher Joel Walkup
COLUMBIA, SC
William Baskin Walkup
COLUMBIA, SC

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Research
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