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Michael W. Land

PATHWAY PLANNING
Brookhaven, MS 39601
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CRD#: 4472230
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Professional summary


Michael Wayne Land is a registered financial advisor currently at PATHWAY PLANNING INC located in Brookhaven, Mississippi.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
M. Land co dba Bowie Barbeque, owner Aycock Land LLC, partner

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Wayne Land's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 30, 2017 - Present

PATHWAY PLANNING INC

Office #1: 123 South Railroad Avenue, Brookhaven, MS 39601
RIA
CRD#: 117051
Brookhaven, MS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(1/30/2017)

Exams


Current Firm


PP
PATHWAY PLANNING INC
PATHWAY PLANNING INC

CRD#: 117051 / SEC#:

Mississippi
Registered Investment Advisory firm - (8/11/1992 Approved)
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Contact information


Main Address
123 South Railroad Avenue, Brookhaven, MS 39601
Mailing Address
123 South Railroad Ave, Brookhaven, MS 39601
Phone number
(601) 833-2129
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts23
AUM (Assets Under Management)$ 12,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PATHWAY PLANNING INC

CRD#: 117051Brookhaven, MS 39601

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