Open Path Financial

Open Path Financial (CRD# 329943) is a financial advisory firm headquartered in Goleta, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5661 Ekwill St., Suite 101, Goleta, CA 93117
https://openpath.financial/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Open Path Financial
Showing 1 - 1 of 1 top financial advisors.
1
Aubrey Williams, financial advisor Goleta CA
Aubrey P. Williams
CRD#: 7859155
5661 Ekwill St., Suite 101, Goleta, CA 93117

Aubrey Williams (CRD# 7859155) is an Investment Advisor Representative working at Open Path Financial in Goleta, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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