WealthSource Partners, LLC logo

WealthSource Partners, LLC jobs and careers

San Luis Obispo, CA, United States

About WealthSource Partners, LLC

WealthSource was founded on the idea that there must be a way to deliver powerful technology and sophisticated investment solutions to financial advisors and their clients. We believe our combination of cloud-based infrastructure, a fantastic support team (mid & back office support as well as all compliance), innovative investment solutions, and competitive payouts give our advisors the best of institutional-level support and independence. WealthSource provides partnership and acquisition opportunities for both independent advisors and those looking to make the jump from a wirehouse. Contact us today and find out how WealthSource could help you scale your practice, boost revenue, and free up your time.

Founded
2015
Employees
11 to 50
Headquarters
San Luis Obispo

Leadership

The top of WealthSource Partners, LLC's org chart, with how many people report into each leader.

BS

Bryan Sullivan

CEO

3 reports

ZL

Zak Leedom

Private Wealth Advisor

CC

Cfp® Amy Mahlen Cdfa®

Independent Wealth Manager

EP

Eric Patton

Chief Financial Officer

Jobs at WealthSource Partners, LLC

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