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JH

Joel M. Hackney

PARKWAY WEALTH MANAGEMENT GROUP | Financial Advisor
Tyler, TX 75701
Some features on this profile are disabled
CRD#: 2634360
JH

Professional summary

Joel Marshall Hackney, who also goes by Joel Hackney, is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Tyler, Texas.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joel has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joel Hackney

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Marshall Hackney's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 1, 2025 - Present

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Office #1: 2463 Mosaic Way, Tyler, TX 75701
RIA
CRD#: 333971
Tyler, TX
Past

April 1, 2025 - September 12, 2025

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
Tyler, TX
Past

January 2, 2009 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
TYLER, TX
Past

March 24, 2000 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
Tyler, TX
Past

March 24, 2000 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Tyler, TX
Past

August 2, 1995 - March 31, 2000

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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.

Highlighted states indicate IAR registrations

IAR
Texas
(4/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/2/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 6/4/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/22/2000
General Securities Principal Examination

Current Firm

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARKWAY MANAGEMENT PROGRAM WRAP BROCHURE (5/27/2025)
PARKWAY ADV BROCHURE (5/27/2025)

Regulatory assets under management

Total Number of Accounts3,331
AUM (Assets Under Management)$ 1,086,309,905

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Financial AdvisorCRD#: 333971Tyler, TX 75701

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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