Joel M. Hackney

PARKWAY WEALTH MANAGEMENT GROUP | Financial Advisor

Tyler, TX 75701

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CRD#: 2634360

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.

(1) Separately licensed as an independent insurance agent via One Insurance Solutions (2) Solely Foster, LLC, not investment related, Tyler, TX, collegiate products, emergency check signer, 5/2024, zero hours per month and zero hours during trading hours.

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

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.

CRD#: 6694

Tyler, TX

Past

August 2, 1995 - March 31, 2000

EDWARD JONES

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/2/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/4/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/2000

General Securities Principal Examination

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974

RIA

Registered Investment Advisory firm - (2/10/2025 Approved)

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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

SEC notice filing (18 States and Territories)

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 Accounts	3,331
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Joel M. Hackney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Marshall Hackney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

PARKWAY WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/2/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/1/1995

Series 51

Date: 6/4/2003

Series 24

Date: 6/22/2000

Current Firm

PARKWAY WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWAY WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Contact information

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