William
Walkup
William B. Walkup & Associates, Inc
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About this Advisor
William Walkup is a financial advisor working in Columbia, South Carolina with 14 years of relevant experience. Walkup currently works for William B. Walkup & Associates, Inc. They have been an employee of William B. Walkup & Associates, Inc for their total career. Walkup holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in South Carolina. William B. Walkup & Associates, Inc is a registered investment company that has its headquarters in Columbia, SC. It administers $141 million in total assets among its 73 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 73 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. William B. Walkup & Associates, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by William B. Walkup & Associates, Inc likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William B. Walkup & Associates, Inc Brokerage Details
$141,443,263
4
73
$1,937,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
William Walkup Work History
William has been registered as a financial advisor for 14 years.*
William B. Walkup & Associates, Inc
*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 William Walkup 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 William B. Walkup & Associates, Inc
Columbia, SC
Columbia, SC
Columbia, SC
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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