Theron
Holladay

Parkway Advisors, L.P

CRD#7706647
Investment Advisor
in Abilene, TX

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About this Advisor

Theron Holladay is a financial advisor based in Abilene, Texas, working with Parkway Advisors, L.P. Theron has previously held positions at Parkway Advisors, L.P, The University Of The South, Cooper High School, and Funeral Directors Life Insurance Company. Theron has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Theron is part of Parkway Advisors, L.P, which operates out of Abilene, Texas. The firm has 15 employees and manages assets totaling $3.4 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Parkway Advisors, L.P includes asset-based and fixed fees.

Certifications and Registrations

Series 65

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 79606-5854

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Parkway Advisors, L.P Brokerage Details

Total Assets Under Management

$3,403,431,715

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

15

TX Average: 49
Total Number of Accounts

55

TX Average: 2,315
Average Account Size

$61,880,577

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

2022 - Present (2 years)

Parkway Advisors, L.P

2021 - 2022 (1 year)

The University Of The South

2021 - 2021 (< 1 year)

Parkway Advisors, L.P

2020 - 2021 (1 year)

The University Of The South

2020 - 2020 (< 1 year)

None

2019 - 2020 (1 year)

The University Of The South

2019 - 2019 (< 1 year)

None

2018 - 2019 (1 year)

The University Of The South

2018 - 2018 (< 1 year)

None

2017 - 2018 (1 year)

Cooper High School

2017 - 2017 (< 1 year)

None

2016 - 2017 (1 year)

Cooper High School

2016 - 2016 (< 1 year)

Funeral Directors Life Insurance Company

2015 - 2016 (1 year)

Cooper High School

2015 - 2015 (< 1 year)

None

2014 - 2015 (1 year)

Cooper High School

2014 - 2014 (< 1 year)

None

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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