AdvisorOS Directory
Claim Profile
DW

David Lee Williamson

PATHWAYS ADVISORY GROUP, INC.·FRESNO, California
Unclaimed Profile
684 WEST CROMWELL AVENUE, FRESNO, CA 93711CRD# 1250126Firm CRD# 143817
01

About

David Lee Williamson is a registered financial advisor based in FRESNO, California, affiliated with PATHWAYS ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
AUM
$258M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PATHWAYS ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1250126
Firm CRD# 143817
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Lee Williamson offer?
David Lee Williamson specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
What are David Lee Williamson's credentials?
David Lee Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Williamson located?
David Lee Williamson is based in FRESNO, California, working with PATHWAYS ADVISORY GROUP, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does David Lee Williamson charge for services?
David Lee Williamson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWAYS ADVISORY GROUP, INC.?
PATHWAYS ADVISORY GROUP, INC. has approximately 10 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRESNO
Chris Michael Murray — PRIVATE WEALTH ADVISORS, LLCBlake Tramill Todd — TWO OAKS INVESTMENT MANAGEMENT, LLCJarrett James Perez — TWO OAKS INVESTMENT MANAGEMENT, LLCDavid Alan Haskin — SCF INVESTMENT ADVISORS, INC.Martin Lee Mazorra — PRIVATE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile