David Williamson, financial advisor Fresno CA
96 score

David Williamson

CRD Number: 1250126
Current Firm: Pathways Advisory Group, Inc.

David Williamson (CRD# 1250126) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 28 years of experience in the finance industry. David Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Mark Alcorn, financial advisor Fresno CA
Mark P. Alcorn
CRD# 4834967
Diversified Wealth Management Solutions, LLC
Similar Advisors
Gerald Parent, financial advisor Fresno CA
Gerald W. Parent
CRD# 2479342
Scf Investment Advisors, Inc.
Similar Advisors
Aaron Garabedian, financial advisor Fresno CA
Aaron J. Garabedian
CRD# 6184068
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Pathways Advisory Group, Inc. Fresno, CA Jan 2008 - Current 8
Portfolio Advisors Fresno, CA Feb 1991 - Dec 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Contact Info for David L. Williamson
Phone Number: 559-431-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from David Williamson and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.