Charles Grien Triplett
Investment adviser representative at Parkway Wealth Management Group, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Parkway Wealth Management Group, LLCApr 2025 to now
- Parkway Wealth Management Group LLCJun 2016 to Mar 2025
- Raymond James Financial Services Advisors Inc.Jun 2016 to Mar 2025
- Raymond James Financial Services,incJun 2016 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Wealth Management Group, LLC
$1.2BAssets managed
1,342Clients
18Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3032277
- Firm CRD
- 333971