Advisor at Parkway Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Parkway Wealth Management Group, LLC
Location
Nacogdoches, TX 75965
Credentials
Series 63, Series 66
Industry experience
24 years
Financial Planning Services fees range from $1,500 up to or above $10,000, fixed rate negotiated per engagement
Maximum 2.25% annually
Commissions received from sale of insurance products; no commissions on advisory accounts
Parkway Wealth Management Group LLC
2025 - Present (1 year)
Cabot Lodge Securities, LLC
2025 - 2025 (1 year)
Parkway Wealth Management Group
2018 - 2025 (7 years)
Raymond James Financial
2009 - 2025 (16 years)
Raymond James Financial Services
2007 - 2025 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, ChFC®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 63, Series 66
Nacogdoches, TX
Edward Jones
CFP®, Series 66
Nacogdoches, TX
Edward Jones
Series 63, Series 66
Nacogdoches, TX
Edward Jones
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