Trevor R. Rupe

PARKWAY ADVISORS, L.P.

Abilene, TX 79606-5854

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CRD#: 5963823

Professional summary

Trevor Ray Rupe, who also goes by Trevor R Rupe, is a registered financial advisor currently at PARKWAY ADVISORS, L.P. located in Abilene, Texas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Trevor has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trevor R Rupe

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 Trevor Ray Rupe'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

March 24, 2016 - Present

PARKWAY ADVISORS, L.P.

Office #1: 6550 Directors Parkway, Abilene, TX 79606-5854

RIA

CRD#: 112629

Abilene, TX

Past

October 11, 2012 - October 23, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

October 7, 2011 - October 22, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, 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".

PARKWAY ADVISORS, L.P.

CRD#: 112629 / SEC#: 801-60265

RIA

Registered Investment Advisory firm - (5/16/2001 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
(3/24/2016)

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: 9/5/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/22/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2011

General Securities Representative Examination

Current Firm

PARKWAY ADVISORS, L.P.

CRD#: 112629 / SEC#: 801-60265

RIA

Registered Investment Advisory firm - (5/16/2001 Approved)

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Contact information

Main Address

6550 Directors Parkway, Abilene, TX 79606-5854

Mailing Address

P. O. Box 5225, Abilene, TX 79608-5225

Phone number

(325) 795-2111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 3,510,102,204

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

Trevor R. Rupe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Ray Rupe's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PARKWAY ADVISORS, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2012

Series 63

Date: 10/14/2011

SIE

Date: 10/22/2015

Series 7

Date: 10/5/2011

Current Firm

PARKWAY ADVISORS, L.P.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWAY ADVISORS, L.P.

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