Paul M. Walkington
Professional summary
Paul Martin Walkington, who also goes by Paul Walkington, was a registered financial advisor .
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 23, 2025 - Present
Office #1: 13500 Sw 88th St. Suite 291, Miami, FL 33186
December 8, 2021 - October 22, 2025
SB ADVISORY, LLC
December 1, 2021 - October 22, 2025
SAN BLAS SECURITIES LLC
February 13, 2018 - December 2, 2021
INTEGRITY ALLIANCE, LLC.
February 12, 2018 - December 2, 2021
INTEGRITY ALLIANCE, LLC.
September 23, 2015 - February 13, 2018
B. RILEY WEALTH ADVISORS, INC.
August 17, 2015 - February 13, 2018
NATIONAL SECURITIES CORPORATION
August 22, 2012 - August 28, 2015
QUESTAR ASSET MANAGEMENT, INC.
July 30, 2012 - August 28, 2015
QUESTAR CAPITAL CORPORATION
June 21, 2012 - August 1, 2012
WOODBURY FINANCIAL SERVICES, INC.
June 18, 2012 - August 1, 2012
WOODBURY FINANCIAL SERVICES, INC.
April 30, 2003 - June 21, 2012
VALIC FINANCIAL ADVISORS, INC.
October 27, 2000 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
October 27, 2000 - June 21, 2012
VALIC FINANCIAL ADVISORS, INC.
March 16, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
March 16, 1999 - October 17, 2000
EQUITABLE ADVISORS, LLC
February 22, 1999 - March 16, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
February 22, 1999 - March 16, 1999
EQUITABLE ADVISORS, LLC
April 23, 1997 - February 17, 1999
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/12/2025)
(10/23/2025)
Exams
Current firm
No current employment
Red Flags
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Company Information
No current employment
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