Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Walkington is an investment advisor representative registered in Florida and Texas. Paul has been working in the financial services industry since 1997. He currently works for SB Advisory, LLC, a firm with offices in Atlanta and Miami. SB Advisory, LLC provides financial planning, portfolio management for individuals, and selection of other advisors. Paul has previously worked for Brokers International Financial Services, LLC, National Securities Corporation, and Questar Capital Corporation, among other firms.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
12/14/2021 - Present
SB Advisory, LLC (ATLANTA GA)
FL
02/12/2018 - 12/02/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Miami FL)
FL
08/17/2015 - 02/13/2018
NATIONAL SECURITIES CORPORATION (FORT LAUDERDALE FL)
FL
07/30/2012 - 08/28/2015
QUESTAR CAPITAL CORPORATION (MIAMI FL)
FL
06/18/2012 - 08/01/2012
WOODBURY FINANCIAL SERVICES, INC. (MIAMI FL)
FL
10/27/2000 - 06/21/2012
VALIC FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
TX
10/27/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
03/16/1999 - 10/17/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/16/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
02/22/1999 - 03/16/1999
EQ FINANCIAL CONSULTANTS, INC.
NA
02/22/1999 - 03/16/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
GA
04/23/1997 - 02/17/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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