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Richard N

CFP®, Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
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William W

Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
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Candra C

CFA®

Champaign, IL

William B. Walkup & Associates, Inc.

Candra Chahyadi is a CFA® charterholder with one year of experience at William B. Walkup & Associates, Inc. She has been associated with Eastern Illinois University for 19 years. William B. Walkup & Associates provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles. The firm employs fundamental and technical analysis along with asset-allocation strategies in a medium-to-long-term, low-turnover approach and manages multiple private investment partnerships.

Real estate investing Options & derivatives strategies
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Christopher W

CFA®, Series 65

Columbia, SC

William B. Walkup & Associates, Inc.

Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Real estate investing Options & derivatives strategies
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