Michelle Lyn Carter
Investment adviser representative at Pathways Advisory Group, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$388.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Pathways Advisory Group, Inc.May 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pathways Advisory Group, Inc.
$388.5MAssets managed
186Clients
5Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5506079
- Firm CRD
- 143817