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WILLIAM B. WALKUP & ASSOCIATES, INC.
WILLIAM B. WALKUP & ASSOCIATES, INC.
COLUMBIA, South Carolina
·
3 registered advisors
·
CRD# 135533
SEC# 801-126904
0
803-462-9395
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at WILLIAM B. WALKUP & ASSOCIATES, INC.
3 registered advisors
Christopher Joel Walkup
COLUMBIA, South Carolina
CRD# 3161471
Richard Brantley Newsome
COLUMBIA, South Carolina
CRD# 5269667
William Baskin Walkup
COLUMBIA, South Carolina
CRD# 2206386
05
Office Locations
COLUMBIA, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. WILLIAM B. WALKUP & ASSOCIATES, INC. (CRD# 135533) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.