Financial ADVSR advisor directory · SEC adviser records
Pathways Advisory Group, Inc. financial advisors in Fresno, CA
Every SEC-registered investment adviser representative at a Pathways Advisory Group, Inc. office in Fresno, A to Z.
5 registered advisors work at Pathways Advisory Group, Inc. in Fresno, out of 5 at the firm nationwide; it ranks number 18 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Pathways Advisory Group, Inc. advisors in Fresno, A to Z
Every Pathways Advisory Group, Inc. advisor →- Michelle L. CarterCertified Financial Planner
- Jeffrey S. KarstInvestment adviser rep
- Whitney S. KelleyCertified Financial Planner
- Michael MazmanCertified Financial Planner
- Dustin J. SmithCertified Financial Planner
Pathways Advisory Group, Inc. advisors in every city and state →Pathways Advisory Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Fresno
All Fresno advisors →LPL Financial LLC 80Wells Fargo Clearing Services, LLC 59Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Ameriprise Financial Services, LLC 20Wells Fargo Advisors Financial Network, LLC 11Commonwealth Financial Network 10Eagle Strategies LLC 10Osaic Wealth, Inc. 10Principal Securities, Inc. 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7
Questions
How many financial advisors does Pathways Advisory Group, Inc. have in Fresno?
5 investment adviser representatives are registered at Pathways Advisory Group, Inc. offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Pathways Advisory Group, Inc. one of the largest advisor employers in Fresno?
Pathways Advisory Group, Inc. ranks number 18 in Fresno by registered advisors; LPL Financial LLC has the most, with 80.
How do I check a Pathways Advisory Group, Inc. advisor in Fresno?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pathways Advisory Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.