Scarlett R. Long
PARKWAY WEALTH MANAGEMENT GROUP | Financial Advisor
Nacogdoches, TX 75965
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CRD#: 4938681
Professional summary
Scarlett Rebecca Long, CFP®, who also goes by Scarlett Rebecca Sloane, Scarlett Sloane, is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Nacogdoches, Texas.
Scarlett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Scarlett has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Estate Planning
Insurance Planning
Life Transitions
Retirement Income Management
Employee and Employer Plan Ben...
Inheritance
Long-term Care
Investment Planning
Retirement Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Scarlett Rebecca Sloane | Scarlett Sloane
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: 12 Oaks Properties, LLC Address: 1256 FM 2664, Nacogdoches, TX, 75965, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the real estate (2)Name of Business: Our Long Properties, LLC Address: 1256 FM 2664, Nacogdoches, TX, 75965, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of land that is rented/leased out. (3)Name of Business: Prosperity REIG, LLC Address: 924 N. University Dr. , Nacogdoches, TX, 75961, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: There are 3 partners, George Barham, Russell Brewster and myself. George is the active participant who does the buying and selling of real estate for the investors as a whole. Russell and I are passive and are simply the "checks and balances" for George. (4) Separately licensed as an independent insurance agent via One Insurance Solutions (5) TX HOP Club, LLC, not a securities investment, Granbury, TX, Private Investor, 10/2023, Zero hours per month, zero hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scarlett Rebecca Long'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®
CFP®
Start date: 2012
Experience
Current
April 1, 2025 - Present
PARKWAY WEALTH MANAGEMENT GROUP, LLC
Office #1: 3556 Ne Stallings Drive Suite 101, Nacogdoches, TX 75965RIA
CRD#: 333971
Nacogdoches, TX
Past
April 1, 2025 - June 25, 2025
CABOT LODGE SECURITIES LLC
BD
CRD#: 159712
Nacogdoches, TX
Past
January 2, 2009 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
NACOGDOCHES, TX
Past
November 9, 2007 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
NACOGDOCHES, TX
Past
November 9, 2007 - March 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NACOGDOCHES, TX
Past
May 30, 2005 - November 14, 2007
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
NACOGDOCHES, TX
Past
May 18, 2005 - November 14, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
NACOGDOCHES, TX
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
General Industry/Product Exam
General Industry/Product Exam
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
Financial AdvisorCRD#: 333971Nacogdoches, TX 75965TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
