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.
Bryan Sullivan
CEO
3 reports
Zak Leedom
Private Wealth Advisor
Cfp® Amy Mahlen Cdfa®
Independent Wealth Manager
Eric Patton
Chief Financial Officer
Jobs at WealthSource Partners, LLC
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