Theron Holladay (CRD# 7706647) 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 | Jun 2022 - Current | 1 |
| The University Of The South | Sewanee, TN | Sep 2021 - Jun 2022 | < 1 |
| Parkway Advisors, LP | Abilene, TX | Jun 2021 - Sep 2021 | < 1 |
| The University Of The South | Sewanee, TN | Sep 2020 - Jun 2021 | < 1 |
| None | Abilene, TX | Jun 2020 - Sep 2020 | < 1 |
| The University Of The South | Sewanee, TN | Sep 2019 - Jun 2020 | < 1 |
| None | Buffalo Gap, TX | Jun 2019 - Sep 2019 | < 1 |
| The University Of The South | Sewanee, TN | Sep 2018 - Jun 2019 | < 1 |
| None | Buffalo Gap, TX | Jun 2018 - Sep 2018 | < 1 |
| Cooper High School | Abilene, TX | Sep 2017 - Jun 2018 | < 1 |
| None | Buffalo Gap, TX | Jun 2017 - Sep 2017 | < 1 |
| Cooper High School | Abilene, TX | Sep 2016 - Jun 2017 | < 1 |
| Funeral Directors Life Insurance Company | Abilene, TX | Jun 2016 - Sep 2016 | < 1 |
| Cooper High School | Abilene, TX | Sep 2015 - Jun 2016 | < 1 |
| None | Buffalo Gap, TX | Jun 2015 - Sep 2015 | < 1 |
| Cooper High School | Abilene, TX | Sep 2014 - Jun 2015 | < 1 |
| None | Buffalo Gap, TX | Jun 2014 - Sep 2014 | < 1 |
| Jim Ned School District | Tuscola, TX | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- 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
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