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William Baskin Walkup

WILLIAM B. WALKUP & ASSOCIATES, INC.·COLUMBIA, South Carolina
Series 65Clean record17 years registeredWILLIAM 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. · 17 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM B. WALKUP & ASSOCIATES, INC.
Apr 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 22, 2009
Years registered · 17
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 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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Research
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