Pathway Advisors works with families and small businesses providing coordinated tax and investment solutions. Due to our independent status we can take a consultative approach to this process. We strive to understand our clients' needs and provide solutions that fit their personal situation. Our team members have a diverse mix of backgrounds, specializing in different subject matters resulting in over 50 years of combined experience in financial services. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC. Pathway Advisors, LLC and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste. 200 San Diego, CA 92130. Licensed to sell securities in the following states: AK, AR, AZ, CA, CO, FL, HI, KS, MD, MO, MT, NM, WA & WI The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
View Top Employees from Pathway Advisor, LLCWebsite | http://www.pathway-advisor.com |
Revenue | $2 million |
Employees | 7 (7 on RocketReach) |
Founded | 2016 |
Address | 613 W. Valley Parkway Suite 305, Escondido, California 92592, US |
Phone | (760) 466-2003 |
Fax | (760) 538-3702 |
Technologies |
HTML,
PHP,
Font Awesome
+7 more
(view full list)
|
Industry | Financial Services, Accounting & Accounting Services, Business Services |
Competitors | Global Wealth Management Inc, Meridian Wealth Advisors, LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies, SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 523 Companies |
Looking for a particular Pathway Advisor, LLC employee's phone or email?
The Pathway Advisor, LLC annual revenue was $2 million in 2024.
M Ian Dunlap is the Partner of Pathway Advisor, LLC.
7 people are employed at Pathway Advisor, LLC.
Pathway Advisor, LLC is based in Escondido, California.
The NAICS codes for Pathway Advisor, LLC are [52393, 52, 5239, 54, 541, 523].
The SIC codes for Pathway Advisor, LLC are [874, 87, 62, 628].