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Douglas Boyd May

WEALTHSOURCE PARTNERS, LLC·ARROYO GRANDE, California
WEALTHSOURCE PARTNERS, LLC
1238 E. GRAND AVENUE, ARROYO GRANDE, CA 93420CRD# 4901837Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Boyd May · ARROYO GRANDE, CA
Registration
CRD #4901837 · WEALTHSOURCE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
5 disclosures on file · See FINRA BrokerCheck for full record
01

About

Douglas Boyd May is a registered financial advisor based in ARROYO GRANDE, California, affiliated with WEALTHSOURCE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTHSOURCE PARTNERS, LLC
WEALTHSOURCE?
AUM
$2.1B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at WEALTHSOURCE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4901837
Firm CRD# 282202
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Boyd May offer?
Douglas Boyd May specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARROYO GRANDE, California for a consultation.
What are Douglas Boyd May's credentials?
Douglas Boyd May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Boyd May located?
Douglas Boyd May is based in ARROYO GRANDE, California, working with WEALTHSOURCE PARTNERS, LLC. Their office serves clients in the ARROYO GRANDE metropolitan area and surrounding communities.
How does Douglas Boyd May charge for services?
Douglas Boyd May's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSOURCE PARTNERS, LLC?
WEALTHSOURCE PARTNERS, LLC has approximately 50 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHSOURCE PARTNERS, LLC

Kelly Morrow Smith
ARROYO GRANDE, CA
Arlo Bryan Sullivan
SAN LUIS OBISPO, CA
Christopher Maxime Shea
SAN LUIS OBISPO, CA
David Akira Ito
SAN LUIS OBISPO, CA
Jason Anthony Mirabella
SAN LUIS OBISPO, CA
Jon Edward Dubravac
SAN LUIS OBISPO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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