Financial ADVSR advisor directory · SEC adviser records
Pathway Advisors, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Pathway Advisors, LLC office in California, by city and A to Z.
The short answer
4 registered advisors work at Pathway Advisors, LLC in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Fallbrook (4). 3 list the CFP designation and 0 are also registered broker representatives.
Pathway Advisors, LLC advisors by city in California
Every firm in California →Pathway Advisors, LLC advisors in California, A to Z
Search by name →- Michael I. DunlapFallbrook · Certified Financial Planner
- Virginia J. LeonFallbrook
- Chad C. WauschekFallbrook · Certified Financial Planner
- Jeffrey R. WiyningerFallbrook · Certified Financial Planner
Pathway Advisors, LLC advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Pathway Advisors, LLC financial advisors are in California?
4 investment adviser representatives are registered at Pathway Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Pathway Advisors, LLC have the most advisors?
Fallbrook, with 4. Pathway Advisors, LLC has advisors in 1 city in California.
How do I check a Pathway Advisors, LLC advisor in California?
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 Pathway Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.