Pathfinder Planning LLC
Pathfinder Planning LLC (CRD# 154713) is a financial advisory firm headquartered in , . They manage $3,043,887 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$217,421
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Aaron Salmon (CRD# 3072735) is an Investment Advisor Representative working at Pathfinder Planning LLC in Charlotte, NC and has over 19 years of experience in the finance industry. Aaron Salmon 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.
Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 19 years of experience in the finance industry.