Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc. (CRD# 143817) is a financial advisory firm headquartered in Fresno, CA. They manage $258,446,499 in 914 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $282,764
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, OR

Financial Advisors at Pathways Advisory Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michelle L. Carter
CRD#: 5506079
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711

Michelle Carter (CRD# 5506079) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 15 years of experience in the finance industry.

2
Jeffrey S. Karst
CRD#: 5932457
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711

Jeffrey Karst (CRD# 5932457) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 12 years of experience in the finance industry.

3
Dustin J. Smith
CRD#: 4838256
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711

Dustin Smith (CRD# 4838256) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 19 years of experience in the finance industry.

4
David L. Williamson
CRD#: 1250126
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711

David Williamson (CRD# 1250126) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 35 years of experience in the finance industry.

5
Whitney S. Kelley
CRD#: 7306176
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711

Whitney Kelley (CRD# 7306176) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 3 years of experience in the finance industry.

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