Colton Weems (CRD# 7710214) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has 1 year of experience in the finance industry.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkway Advisors, LP | Abilene, TX | Jan 2023 - Current | 1 |
| Parkway Advisors, LP | Abilene, TX | Aug 2022 - Dec 2022 | < 1 |
| Parkway Advisors, LP | Abilene, TX | Jun 2022 - Jul 2022 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2021 - Jun 2022 | < 1 |
| Connot Construction | Paris, TX | May 2021 - Aug 2021 | < 1 |
| Abilene Country Club | Abilene, TX | Aug 2020 - May 2021 | < 1 |
| Rafter P Construction | Greenville, TX | May 2020 - Aug 2020 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2019 - May 2020 | < 1 |
| Liberty National Bank | Paris, TX | May 2019 - Aug 2019 | < 1 |
| Chisum High School | Paris, TX | Aug 2018 - May 2019 | < 1 |
| Rafter P Construction | Greenville, TX | May 2018 - Aug 2018 | < 1 |
| Chisum High School | Paris, TX | Aug 2015 - May 2018 | 2 |
| Chisum Middle School | Paris, TX | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
-
Total Assets Under Management3,403MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$61,880,577
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
FL, KY, MO, OH, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.