Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynn Davidson is an investment advisor representative at Parkway Advisors, LP based in Abilene, TX. Lisa is a registered investment advisor representative in Texas. Lisa has been in the industry since April 2001. Lisa has a Series 65 license. Parkway Advisors, LP is a Registered Investment Advisor with approximately $3.4 billion in assets under management. The firm has a client base primarily comprised of insurance companies and corporations. The firm offers investment advisory services including portfolio management for individuals and businesses, pension consulting, and other consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
11/13/2009 - Present
Parkway Advisors, LP (ABILENE TX)
IA
Issued 07/07/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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