Lisa Lynn Davidson
Investment adviser representative at Parkway Advisors, L.P.
25 yearsExperience
1 stateRegistered in
$4.1BFirm assets
25 yearsFirm 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.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Red 3 ProductionsJan 2007 to now
- Parkway Advisors, L.P.Apr 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Advisors, L.P.
$4.1BAssets managed
58Clients
10Advisers
25 yearsIn 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
- 5530924
- Firm CRD
- 112629