Pathway Planning Inc.

Pathway Planning Inc. (CRD# 117051) is a financial advisory firm headquartered in Brookhaven, MS. They manage $6,563,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $47,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MS

Financial Advisors at Pathway Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Carl J. Aycock
CRD#: 4856181
123 S. Railroad Ave., Brookhaven, MS 39601
93
Wealthminder
score

Carl Aycock (CRD# 4856181) is an Investment Advisor Representative working at Pathway Planning Inc. in Brookhaven, MS and has over 12 years of experience in the finance industry.

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