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PW

Paul M. Walkington

EM FINANCIAL SERVICES
MIAMI, FL 33186
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CRD#: 2864065
PW

Professional summary


Paul Martin Walkington, who also goes by Paul Walkington, is a registered financial advisor currently at EM FINANCIAL SERVICES, LLC located in Miami, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Paul Walkington

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paul Martin Walkington's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 23, 2025 - Present

EM FINANCIAL SERVICES, LLC

Office #1: 13500 Sw 88th St. Suite 291, Miami, FL 33186
RIA
CRD#: 337368
MIAMI, FL
Past

December 8, 2021 - October 22, 2025

SB ADVISORY, LLC

RIA
CRD#: 154680
Miami, FL
Past

December 1, 2021 - October 22, 2025

SAN BLAS SECURITIES LLC

BD
CRD#: 290605
CHICAGO, IL
Past

February 13, 2018 - December 2, 2021

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
Miami, FL
Past

February 12, 2018 - December 2, 2021

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
Miami, FL
Past

September 23, 2015 - February 13, 2018

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
FORT LAUDERDALE, FL
Past

August 17, 2015 - February 13, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
FORT LAUDERDALE, FL
Past

August 22, 2012 - August 28, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MIAMI, FL
Past

July 30, 2012 - August 28, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MIAMI, FL
Past

June 21, 2012 - August 1, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
MIAMI, FL
Past

June 18, 2012 - August 1, 2012

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
MIAMI, FL
Past

April 30, 2003 - June 21, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
MIAMI LAKES, FL
Past

October 27, 2000 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

October 27, 2000 - June 21, 2012

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
MIAMI LAKES, FL
Past

March 16, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 16, 1999 - October 17, 2000

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 22, 1999 - March 16, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

February 22, 1999 - March 16, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

April 23, 1997 - February 17, 1999

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/12/2025)
IAR
Texas
(10/23/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EF
EM FINANCIAL SERVICES, LLC
EM FINANCIAL SERVICES, LLC

CRD#: 337368 / SEC#:

Florida
Registered Investment Advisory firm - (11/12/2025 Approved)
Texas
Registered Investment Advisory firm - (10/10/2025 Conditional Restricted)
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Contact information


Main Address
13500 Sw 88th St. Suite 291, Miami, FL 33186
Mailing Address
Phone number
(305) 509-8462
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EM FINANCIAL SERVICES, LLC

CRD#: 337368Miami, FL 33186

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