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William Baskin Walkup

WILLIAM B. WALKUP & ASSOCIATES, INC.·COLUMBIA, South Carolina
Clean recordWILLIAM B. WALKUP & ASSOCIATES, INC.
142 ATRIUM WAY, COLUMBIA, SC 29223-6301CRD# 2206386Firm CRD# 135533

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Baskin Walkup · COLUMBIA, SC
Registration
CRD #2206386 · WILLIAM B. WALKUP & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Baskin 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

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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# 2206386
Firm CRD# 135533
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

Richard Brantley Newsome
COLUMBIA, SC
Christopher Joel Walkup
COLUMBIA, SC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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