Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc. (CRD# 143817) is a financial advisory firm headquartered in Fresno, CA. They manage $121,958,827 in 741 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $164,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Pathways Advisory Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michelle L. Carter
CRD#: 5506079
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711
96
Wealthminder
score

Michelle Carter (CRD# 5506079) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 8 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.

2
Dustin J. Smith
CRD#: 4838256
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711
96
Wealthminder
score

Dustin Smith (CRD# 4838256) 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. Dustin Smith 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.

3
David L. Williamson
CRD#: 1250126
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711
96
Wealthminder
score

David Williamson (CRD# 1250126) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 28 years of experience in the finance industry. David Williamson 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.

4
Jeffrey S. Karst
CRD#: 5932457
684 West Cromwell Avenue, Suite 103, Fresno, CA 93711
93
Wealthminder
score

Jeffrey Karst (CRD# 5932457) is an Investment Advisor Representative working at Pathways Advisory Group, Inc. in Fresno, CA and has over 5 years of experience in the finance industry.

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