Michelle CarterCRD Number: 5506079
Current Firm: Pathways Advisory Group, Inc.
Michelle Carter (CRD# 5506079) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 9 years of experience in the finance industry. Michelle Carter 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.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Pathways Advisory Group, Inc.||Fresno, CA||May 2008 - Current||9|
|Pathways Advisory Group, Inc.||Fresno, CA||Jan 2008 - May 2008||< 1|
|Portfolio Advisors||Fresno, CA||Jul 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management122MILLIONS
Total Number of Accounts741ACCOUNTS
Average Account Value$164,587
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters