Best Investors Account Sign in
Inactive

William Baskin Walkup

William B. Walkup & Associates, Inc.

Columbia, SC

CRD 2206386

Claim This Profile
Employer firm

William B. Walkup & Associates, Inc. CRD 135533

$178M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
William B. Walkup & Associates, Inc.

142 Atrium Way, Columbia, SC 29223-6301 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-01
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

142 Atrium Way, Columbia, SC 29223-6301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William B. Walkup & Associates, Inc. Columbia SC 01/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-07
  • S65 Uniform Investment Adviser Law Examination
    1992-01-07
Other Names
  • William Walkup

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor