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Theron R Holladay

Parkway Advisors, LP

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About Theron R Holladay

Theron R. Holladay is an investment advisor representative at Parkway Advisors, LP. Theron has been in the financial services industry since 2001 and has held previous positions at Ultimus Fund Distributors, LLC, Citco Mutual Fund Distributors, Inc., and Incap Securities, Inc. Theron is registered with the state of Texas and holds Series 7, 63 and 65 licenses. Parkway Advisors, LP specializes in providing financial advisory services to corporations, individuals, investment companies, and pension plans.

Firm Information

Theron Holladay is currently registered with Parkway Advisors, LP. Parkway Advisors, LP is an investment advisor based in Abilene, Texas. The firm provides consulting, pension consulting, and portfolio management services to individuals, businesses, investment companies, and insurance companies. They have approximately $3.4 billion in regulatory assets under management.
Parkway Advisors, LP

6550 DIRECTORS PARKWAY

ABILENE, TX 79606-5854

$3.40B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Theron Holladay’s Registration & Firm History

TX

05/16/2001 - Present

Parkway Advisors, LP (ABILENE TX)

OH

03/19/2007 - 05/06/2009

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

PA

01/02/2004 - 02/06/2007

CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)

MD

09/19/2003 - 09/29/2003

INCAP SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 05/08/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theron R Holladay.
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