David C. Walkup

Wealth Manager

David Walkup serves as a business development leader for Harman specializing in private client engagements and strategic initiatives. His extensive experience in working with corporate professionals, business owners, and executives establishes him as a invaluable partner to his clients.

David entered the industry in 1993, first as a Wealth Management Advisor in private client services at Merrill Lynch. He later joined Legacy Trust, Houston-based family office trust company.

David graduated with a B.A. in Economics from Louisiana State University.

SIGN UP FOR OUR PERIODIC INSIGHTS

Keep Up with Our Latest Thinking

We provide private, advanced, independent planning and investment management to individuals, families, & institutional clients.

CONTACT US

NAVIGATION

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser,BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE:

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.