William B. Walkup & Associates, Inc.

William B. Walkup & Associates, Inc. (CRD# 135533) is a financial advisory firm headquartered in Columbia, SC. They manage $152,212,270 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
142 Atrium Way, Columbia, SC 29223
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $2,378,317
Compensation Options
  • A percentage of assets under your management
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
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 Newsome, financial advisor Columbia SC
Richard B. Newsome
CRD#: 5269667
142 Atrium Way, Columbia, SC 29223

Richard Newsome (CRD# 5269667) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.

2
Christopher Walkup, financial advisor Columbia SC
Christopher J. Walkup
CRD#: 3161471
142 Atrium Way, Columbia, SC 29223

Christopher Walkup (CRD# 3161471) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 25 years of experience in the finance industry.

3
William Walkup, financial advisor Columbia SC
William B. Walkup
CRD#: 2206386
142 Atrium Way, Columbia, SC 29223

William Walkup (CRD# 2206386) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals