Lisa Davidson, financial advisor Abilene TX
93 score

Lisa Davidson

CRD Number: 5530924
Current Firm: Parkway Advisors, LP

Lisa Davidson (CRD# 5530924) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Red 3 Productions Abilene, TX Jan 2007 - Current 9
Parkway Advisors, LP Abilene, TX Apr 2001 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Lisa L. Davidson
Phone Number: 325-795-2111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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