VerifiedFinancial Services· Founded 2015

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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HeadquartersSan Luis Obispo, United StatesEmployees46(11 to 50)Annual revenue$1M to <$10MFounded year2015Websitewealthsource.comLinkedIn profileLinkedIn

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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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

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