William B. Walkup & Associates, Inc.

William B. Walkup & Associates, Inc. (CRD# 135533) is a financial advisory firm headquartered in Columbia, SC. They manage $85,038,872 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $1,197,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at William B. Walkup & Associates, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard B. Newsome
CRD#: 5269667
142 Atrium Way, Columbia, SC 29223
96
Wealthminder
score

Richard Newsome (CRD# 5269667) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 10 years of experience in the finance industry. Richard Newsome has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher J. Walkup
CRD#: 3161471
142 Atrium Way, Columbia, SC 29223
96
Wealthminder
score

Christopher Walkup (CRD# 3161471) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 18 years of experience in the finance industry.

3
William B. Walkup
CRD#: 2206386
142 Atrium Way, Columbia, SC 29223
93
Wealthminder
score

William Walkup (CRD# 2206386) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 24 years of experience in the finance industry.

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