Pathway Financial Planning, Inc.

Pathway Financial Planning, Inc. (CRD# 173222) is a financial advisory firm headquartered in Newport News, VA. They manage $4,093,255 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

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
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Pathway Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Oscar N. Alvarez
CRD#: 2396863
714 J Clyde Morris Boulevard, Suite 120, Newport News, VA 23601
Oscar Alvarez (CRD# 2396863) is an Investment Advisor Representative working at Pathway Financial Planning, Inc. in Newport News, VA and has over 22 years of experience in the finance industry. Oscar Alvarez 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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