At Pathway Financial Services, we understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives. Whether you're saving for a new home or retirement or seeking estate planning advice, we provide personalized service offering experience and expertise to deliver desired results as a companion guide on your pathway to financial freedom.
We'll help you make better financial decisions. It's easier than you think! Contact us now for more information.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Pathway Financial Services, LLC | Los Angeles, CA | Mar 2014 - Current | 10 |
Jancyn Evaluation Shops | San Jose, CA | Jan 2005 - Jan 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- CA
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Total Assets Under Management37MILLIONS
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Total Number of Accounts271ACCOUNTS
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Average Account Value$136,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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