Paul Walkington
Paul Walkington is a registered investment advisor at Em Financial Services, LLC, based in Miami, FL, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable based on various criteria. EMFS also uses third-party managers; their fees will be disclosed separately.
Fee Estimator
Location
13500 SW 88th St., Suite 291, Miami, FL, 33186
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a representative for Legend Financial Marketing Services, focusing on insurance and annuity sales and running proposals, dedicating a few hours per week. He also deals with health benefits, fixed insurance products, and Medicare.
Employment History
Current Registrations
Em Financial Services, LLC
Previous Registrations
Sb Advisory, LLC
San Blas Securities LLCBroker
Brokers Financial
Brokers International Financial Services, LLC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.