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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
01

Career History

WILLIAM B. WALKUP & ASSOCIATES, INC.
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 4, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533 · SEC 801-126904
AUM
$152M
Regulatory assets under management
Employees
4
64 client accounts
Services offered by WILLIAM B. WALKUP & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WILLIAM B. WALKUP & ASSOCIATES, INC. →
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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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