Advisor at Pathway Planning Inc
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Firm
Pathway Planning Inc
Location
Brookhaven, MS 39601
Credentials
Series 65
Industry experience
21 years
Carl Aycock is a financial advisor at Pathway Planning Inc. with 21 years of experience at the firm and over 30 years in the industry. He holds a Series 65 designation and has served as a director of the Bank of Brookhaven since its inception in 2000. Pathway Planning Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on portfolio management for individual clients. The firm employs various analysis methods and offers discretionary investment strategies with regular client reviews.
$0 - $1,000,000: 1% $1,000,000+: 0.75%
$100 per hour for financial planning fees
Account minimum: $5,000
123 S. Railroad Ave.
Brookhaven, MS 39601
Mississippi
Pathway Planning
2005 - Present (21 years)
Bank of Brookhaven
2000 - Present (26 years)
Carl Aycock
1994 - Present (32 years)
Carl Aycock
1994 - Present (32 years)
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