Parkway Advisors, LP

Parkway Advisors, LP (CRD# 112629) is a financial advisory firm headquartered in Abilene, TX. They manage $1,774,250,065 in 43 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,774
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $41,261,629
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KY, MO, OH, OK, TX

Financial Advisors at Parkway Advisors, LP
Showing 1 - 7 of 7 top financial advisors.
1
Lisa L. Davidson
CRD#: 5530924
6550 Directors Parkway, Abilene, TX 79606
93
Wealthminder
score

Lisa Davidson (CRD# 5530924) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 8 years of experience in the finance industry.

2
Chad B. Hoes
CRD#: 4803973
6550 Directors Parkway, Abilene, TX 79606
93
Wealthminder
score

Chad Hoes (CRD# 4803973) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 13 years of experience in the finance industry.

3
Theron R. Holladay
CRD#: 4396270
6550 Directors Parkway, Abilene, TX 79606
93
Wealthminder
score

Theron Holladay (CRD# 4396270) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 16 years of experience in the finance industry.

4
Jennifer S. Richardson
CRD#: 4306442
6550 Directors Parkway, Abilene, TX 79606
93
Wealthminder
score

Jennifer Richardson (CRD# 4306442) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 15 years of experience in the finance industry.

5
Trevor R. Rupe
CRD#: 5963823
6550 Directors Parkway, Abilene, TX 79606
90
Wealthminder
score

Trevor Rupe (CRD# 5963823) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 6 years of experience in the finance industry.

6
Kyle D. Timmermann
CRD#: 6126548
6550 Directors Parkway, Abilene, TX 79606
90
Wealthminder
score

Kyle Timmermann (CRD# 6126548) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 5 years of experience in the finance industry.

7
Kelle C. Wilson
CRD#: 6525572
6550 Directors Parkway, Abilene, TX 79606
88
Wealthminder
score

Kelle Wilson (CRD# 6525572) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.