Darren
Beck

Pathway Financial Advisors, LLC

CRD#2913386
Investment Advisor
in Atlanta, GA

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About this Advisor

Darren Beck is a financial advisor based in Atlanta, Georgia, working with Pathway Financial Advisors, LLC. Darren has previously held a position at Pathway Financial Advisors, LLC. Darren has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Darren is part of Pathway Financial Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 1 office and 11 employees. The firm manages assets totaling $783.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Pathway Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 Riveredge Pkwy Ste 640
Atlanta, GA 30328

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Pathway Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$782,973,506

GA Average: $4,257,716,217
Total Number of Employees

11

GA Average: 30
Total Number of Accounts

912

GA Average: 868
Average Account Size

$858,524

GA Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Darren Beck Work History

2008 - Present (16 years)

Pathway Financial Advisors, LLC

Disclosures

Please visit the SEC profile of Darren Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pathway Financial Advisors, LLC

Michael Schell
South Burlington, VT
Mary Williams
South Burlington, VT
Darren Beck
Atlanta, GA
Jonathan Smith
South Burlington, VT
Scott Beaudin
South Burlington, VT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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