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Christopher Joel Walkup

Investment adviser representative at William B. Walkup & Associates, Inc.
30 yearsExperience
1 stateRegistered in
CFADesignation
$178.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

30 years in the industry.

  1. William B. Walkup & Associates, Inc.Jul 1996 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (SC).

William B. Walkup & Associates, Inc.

$178.3MAssets managed
65Clients
4Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3161471
Firm CRD
135533
Advisor's SEC record (opens in a new tab)
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