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.
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Verified contacts
17
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
243
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- BS
Bryan Sullivan
Chief Executive Officer · General Business & Management
EmailPhone - EP
Eric Patton
Chief Financial Officer · Finance & Accounting
EmailPhone - RT
Robert Tesch
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AM
Adriane Mendez
Advisor Support Specialist · Customer/Client Service
EmailPhone - CW
Christopher Watson
Independent Wealth Advisor · Finance & Accounting
EmailPhone - DB
David Baysinger
Client Relationship Associate · Customer/Client Service
EmailPhone - DE
David E. Baysinger
Independent Wealth Advisor · Finance & Accounting
EmailPhone - JZ
Jason Zivich
Independent Wealth Advisor · Finance & Accounting
EmailPhone - LC
Laura Chernova
Independent Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Wealthsource Partners, Llc
12 distinct titles indexed · top 10 shown.
- 6independent wealth advisor
- 1advisor support specialist
- 1chief executive officer
- 1chief financial officer
- 1client relationship associate
- 1investment analyst
- 1president
- 1principal - chief strategy officer
- 1private wealth advisor
- 1private wealth advisor at wealthsource partners, llc
- +2more titles
Sign up to unlock all 17 contacts at Wealthsource Partners, Llc
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