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Paul Martin Walkington

Advisor at EM Financial Services, LLC — Miami, FL

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Miami, FL 33186

EM Financial Services, LLC logo

EM Financial Services, LLC

Independent

Total advisors

1

Clients per advisor

7 Low

Avg AUM per client

$196,569 Low

HNW client ratio

0% Low

About

Paul Walkington is a financial advisor with EM Financial Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at San Plas Securities LLC and SB Advisory, LLC. Outside of his advisory work, he serves as Vice President and insurance agent at EM Insurance and Financial Services, LLC, focusing on health benefits and fixed insurance products. EM Financial Services provides discretionary and non-discretionary asset management, financial planning, and consulting for individuals, high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios and also offers fee-based management of annuities and retirement-plan advisory services, with a boutique approach and no required account minimums.

Client services

Based on EM Financial Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on EM Financial Services, LLC

Annuities Life insurance needs analysis Income planning Tax-loss harvesting Equity compensation tax strategy

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Fee options

Fixed

Financial planning flat fee up to $5,000 based on complexity and client needs

Percentage

$0 - $249,999: 2.0% annually $250,000 - $499,999: 1.5% annually $500,000 - $999,999: 1.0% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.85% annually $2,000,000 - $4,999,999: 0.80% annually $5,000,000+: 0.70% annually

Commissions

Investment Advisor Representatives receive typical insurance commissions for insurance products sold as licensed agents

Project-based

Financial consulting services at $250 per hour

Other

Fee-only: Hourly fee of $250 per hour; Fixed fee up to $5,000 for full financial planning (based on complexity and unique client needs)

Location

Miami, FL

13500 SW 88th St., Suite 291

Miami FL 33186

Advisors at this office

1

Most active in

Florida · Texas

Work history

29 years of industry experience

EM Financial Services, LLC

2025 - Present • 1 year

Miami, FL

San Plas Securities LLC

2021 - 2025 • 4 years

Atlanta, GA

SB Advisory, LLC

2021 - 2025 • 4 years

Atlanta, GA

EM Insurance and Financial Services, LLC

2019 - Present • 7 years

Miami, FL

Legend Financial Marketing Service

2018 - Present • 8 years

Miami, FL

Brokers International Financial Services, LLC

2018 - 2021 • 3 years

Miami, FL

Brokers Financial

2018 - 2021 • 3 years

Miami, FL

National Asset Management Inc

2015 - 2018 • 3 years

Aventura, FL

National Securities Corporation

2015 - 2018 • 3 years

Aventura, FL

Questar Asset Management, Inc.

2012 - 2015 • 3 years

Woodbury Financial Services, inc.

2012 - 2012 • 1 year

FL

Valic Financial Advisors

2003 - 2012 • 9 years

FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Paavan K

Series 65

Miami, FL

Kotini Capital Advisors LLC

Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Miami, FL. He holds a Series 65 designation and has professional experience spanning roles at Kotini & Kotini LLC since 2011, CarMax from 2015 to 2020, and S.W.A.N. Insurance Group LLC starting in 2024. Kotini Capital Advisors is an independent, state-registered investment adviser offering tailored asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, and small businesses. The firm follows an institutional endowment model emphasizing broad diversification, equity orientation, and access to alternative investments, utilizing a combination of ETFs, mutual funds, third-party managers, and private investment vehicles.

Private / alternative investments Options & derivatives strategies
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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