Financial ADVSR advisor directory · SEC adviser records
Parkway Wealth Management Group, LLC financial advisors in Plano, TX
Every SEC-registered investment adviser representative at a Parkway Wealth Management Group, LLC office in Plano, A to Z.
14 registered advisors work at Parkway Wealth Management Group, LLC in Plano, out of 17 at the firm nationwide; it ranks number 18 in the city by advisors. 5 list the CFP designation and 2 are also registered broker representatives.
Parkway Wealth Management Group, LLC advisors in Plano, A to Z
Every Parkway Wealth Management Group, LLC advisor →- Gavin R. BakerCertified Financial Planner
- Jackson H. BakerInvestment adviser rep
- Tamlyn R. BakerCertified Financial Planner
- Michael BranchAlso a broker rep
- Christopher D. ColonCertified Financial Planner
- Helen F. ConleyInvestment adviser rep
- Michael J. GoodmanInvestment adviser rep
- Joel M. HackneyInvestment adviser rep
- Tyler W. HastingsCertified Financial Planner
- Robert D. McMeenAlso a broker rep
- Chris OberlingCertified Financial Planner
- Elizabeth K. RauschmayerInvestment adviser rep
- John StricklandInvestment adviser rep
- Charles G. TriplettInvestment adviser rep
Parkway Wealth Management Group, LLC advisors in every city and state →Parkway Wealth Management Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Parkway Wealth Management Group, LLC advisors in other cities
Other firms in Plano
All Plano advisors →Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27
Questions
How many financial advisors does Parkway Wealth Management Group, LLC have in Plano?
14 investment adviser representatives are registered at Parkway Wealth Management Group, LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 2 are also registered as broker representatives.
Is Parkway Wealth Management Group, LLC one of the largest advisor employers in Plano?
Parkway Wealth Management Group, LLC ranks number 18 in Plano by registered advisors; Fisher Investments has the most, with 1,880.
How do I check a Parkway Wealth Management Group, LLC advisor in Plano?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Parkway Wealth Management Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.