Holly E. Pace

PARKWAY WEALTH MANAGEMENT GROUP

Nacogdoches, TX 75965

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CRD#: 4247635

Professional summary

Holly Elizabeth Pace, who also goes by Holly Elizabeth Gibson, is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Nacogdoches, Texas.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Holly has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Holly Elizabeth Gibson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Elizabeth Pace'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: 3556 Ne Stallings Drive Suite 101, Nacogdoches, TX 75965

RIA

CRD#: 333971

Nacogdoches, TX

Past

March 5, 2009 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Plano, TX

Past

March 2, 2009 - March 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

PLANO, TX

Past

January 1, 2008 - February 19, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NACOGDOCHES, TX

Past

January 1, 2008 - February 19, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NACOGDOCHES, TX

Past

December 19, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

NACOGDOCHES, TX

Past

August 22, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

NACOGDOCHES, TX

Past

October 4, 2001 - August 18, 2006

EDWARD JONES

CRD#: 250

LIVINGSTON, TX

Past

November 1, 2000 - February 21, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

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

IAR

Series 66

Date: 12/18/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/3/2000

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: 10/30/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/13/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/27/2020

General Securities Sales Supervisor - Options Module 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.

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Advisor Monitoring

Firm Stability Insights

Holly E. Pace

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Elizabeth Pace's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

EDWARD JONES

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

PARKWAY WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2006

Series 63

Date: 11/3/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/30/2000

Series 10

Date: 11/13/2020

Series 9

Date: 7/27/2020

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

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