Paul
Walkington
Sb Advisory, LLC
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About this Advisor
Paul Walkington is a financial advisor based out of Miami, Florida who has 2 years of industry experience. Walkington currently works for Sb Advisory, LLC. Their career trajectory has included roles at Questar Asset Management, Questar Capital Corporation, National Securities Corporation, Brokers International Financial Services, LLC and National Asset Management. Walkington maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Sb Advisory, LLC is an advisory business headquartered in Atlanta, GA. It has offices in 27 locations and a total of 30 financial advisors. It handles $247 million in assets under management among its 826 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 826 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Sb Advisory, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on the financial services offered. However, fees charged by Sb Advisory, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Advisory, LLC Brokerage Details
$246,790,040
30
826
$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Walkington Work History
Paul has been registered as a financial advisor for 2 years.*
Brokers International Financial Services, LLC
National Securities Corporation
National Asset Management
Questar Asset Management
Questar Capital Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Walkington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sb Advisory, LLC
Atlanta, GA
Miami, FL
Atlanta, GA
Atlanta, GA
Johns Creek, GA
Boca Raton, FL
Atlanta, GA
Plymouth, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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