Pathway Planning Inc.

Pathway Planning Inc. (CRD# 117051) is a financial advisory firm headquartered in Brookhaven, MS. They manage $8,418,667 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
123 South Railroad Avenue, Brookhaven, MS 39601
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $210,467
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at Pathway Planning Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carl Aycock, financial advisor Brookhaven MS
Carl J. Aycock
CRD#: 4856181
123 S. Railroad Ave., Brookhaven, MS 39601

Carl Aycock (CRD# 4856181) is an Investment Advisor Representative working at Pathway Planning Inc. in Brookhaven, MS and has over 19 years of experience in the finance industry.

2
Michael Land, financial advisor Brookhaven MS
Michael W. Land
CRD#: 4472230
123 South Railroad Avenue, Brookhaven, MS 39601

Michael Land (CRD# 4472230) is an Investment Advisor Representative working at Pathway Planning Inc. in Brookhaven, MS 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals