Trevor
Rupe

Parkway Advisors, L.P

CRD#5963823
Investment Advisor
in Abilene, TX

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About this Advisor

Trevor Rupe is a financial advisor working out of Abilene, Texas, with a total of 7 years of industry experience. Rupe is an advisor for Parkway Advisors, L.P. Their career trajectory has included roles at Fidelity Investments and Parkway Advisors, L.P. Rupe maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in Texas. Parkway Advisors, L.P is a registered investment company headquartered in Abilene, TX. It has $3 billion in assets under management among its 53 accounts, making it one of the largest financial advisory firms in the country by assets under management. Parkway Advisors, L.P provides a number 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. Financial advisory fees largely depend on the type of financial services. However, fee types charged by Parkway Advisors, L.P can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

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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

Trevor Rupe Work History

Trevor has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Parkway Advisors, L.P

2015 - 2016 (1 year)

Parkway Advisors, L.P

2011 - 2015 (4 years)

Fidelity Investments

*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 Trevor Rupe 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

Kyle Timmermann
Abilene, TX
Theron Holladay
Abilene, TX
Colton Weems
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.

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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.

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