Robert D. Mcmeen
PARKWAY WEALTH MANAGEMENT GROUP | Managing Director
PLANO, TX 75024
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CRD#: 2583329
Professional summary
Robert Dwight Mcmeen JR, who also goes by Robert Dwight Mcmeen Jr, is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Plano, Texas and CABOT LODGE SECURITIES LLC located in Plano, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 52, Series 9, Series 10 and Series 8 exams.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Robert Dwight Mcmeen Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: Century Tree Properties, LLC Address: 5600 FM 424, Crossroads, TX, 76227, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/10/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner of this LLC, responsible for management and administration (2) Name of Business: Live Oak Advisory, Inc. Address: 5550 Granite Pkwy Ste 180, Plano, TX, 75024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/16/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S. Corp for Robert's book of business (3) Separately licensed as an independent insurance agent via One Insurance Solutions (4) Parkway Wealth Management Group Properties, LLC, not investment related, Plano, TX, Real Estate, Partner, 7/2020, this entity purchase offices that Parkway Wealth Management Group leases from.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Dwight Mcmeen JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 1, 2025 - Present
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Office #1: 5550 Granite Parkway Suite 180, Plano, TX 75024RIA
CRD#: 333971
PLANO, TX
Current
April 1, 2025 - Present
CABOT LODGE SECURITIES LLC
Office #1: 5550 Granite Parkway Suite 180, Plano, TX 75024-3838BD
CRD#: 159712
Plano, TX
Past
June 16, 2016 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PLANO, TX
Past
June 3, 2016 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PLANO, TX
Past
June 1, 2009 - June 30, 2016
MORGAN STANLEY
RIA
CRD#: 149777
PLANO, TX
Past
June 1, 2009 - June 30, 2016
MORGAN STANLEY
BD
CRD#: 149777
PLANO, TX
Past
June 30, 2003 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
PLANO, TX
Past
February 28, 2000 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
PLANO, TX
Past
February 6, 1995 - March 9, 2000
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARKWAY WEALTH MANAGEMENT GROUP, LLC
PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD#: 333971 / SEC#: 801-131974
RIA
Registered Investment Advisory firm - (2/10/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/1/2025)
RR
Texas(4/1/2025)
IAR
Texas(4/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/6/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
PW
PARKWAY WEALTH MANAGEMENT GROUP, LLC
PARKWAY WEALTH MANAGEMENT GROUP, LLC
CRD#: 333971 / SEC#: 801-131974
RIA
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Contact information
Main Address
5550 Granite Parkway Suite 180, Plano, TX 75024
Mailing Address
Phone number
(972) 502-9340
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,331 |
| AUM (Assets Under Management) | $ 1,086,309,905 |
Red Flags
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Company Information
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Managing DirectorCRD#: 333971Plano, TX 75024TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
