Theron
Holladay

Parkway Advisors, L.P

CRD#4396270
Investment Advisor
in Abilene, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Theron Holladay is a financial advisor working in Abilene, Texas with 22 years of industry experience. Holladay currently works for Parkway Advisors, L.P. Throughout their career, Holladay has worked at Parkway Advisors Group, Inc, Parkway Advisors, L.P, Parkway Advisors Holdings, Inc and Ultimus Fund Distributors, LLC. Holladay maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Parkway Advisors, L.P is a registered investment company operating out of Abilene, TX. It administers $3 billion in assets across its 53 customer accounts, placing it among the largest firms in the country by assets under management. The company offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advice largely are based on which services the firm provides the client. Fee types billed by Parkway Advisors, L.P can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6550 Directors Parkway
Abilene, TX 79606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Parkway Advisors, L.P Brokerage Details

Total Assets Under Management

$3,193,222,063

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

53

TX Average: 2,315
Average Account Size

$60,249,473

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Theron Holladay Work History

Theron has been registered as a financial advisor for 22 years.*

2007 - Present (17 years)

Ultimus Fund Distributors, LLC

2001 - Present (23 years)

Parkway Advisors Group, Inc

2001 - Present (23 years)

Parkway Advisors, L.P

2001 - Present (23 years)

Parkway Advisors Holdings, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theron Holladay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parkway Advisors, L.P

Theron Holladay
Abilene, TX
Colton Weems
Abilene, TX
Kyle Timmermann
Abilene, TX
Trevor Rupe
Abilene, TX
Nicholas Chapman
Abilene, TX
Bryce Bevill
Abilene, TX
Jennifer Richardson
Abilene, TX
Lisa Davidson
Abilene, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started