Unclaimed Profile

Eric Dwayne Patton

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California

Series 6, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredWEALTHSOURCE PARTNERS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 5136912Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Dwayne Patton · SAN LUIS OBISPO, CA

Registration

CRD #5136912 · WEALTHSOURCE PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSOURCE PARTNERS, LLC

ONEDIGITAL

Jan 2025 – Jan 2026

Castle Rock, CO

ONEDIGITAL INVESTMENT ADVISORS

Jan 2024 – Dec 2024

CASTLE ROCK, CO

WEALTHSOURCE®

Mar 2016 – Oct 2024

CASTLE ROCK, CO

AVANT-GARDE ADVISORS LLC

Jan 2010 – Dec 2016

CENTENNIAL, CO

NEW ENGLAND SECURITIES CORPORATION

Nov 2006 – Aug 2009

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 3, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSOURCE PARTNERS, LLC

CRD 282202 · SEC 801-107199

AUM

$2.1B

Regulatory assets under management

Employees

6,245 client accounts

Services offered by WEALTHSOURCE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSOURCE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Dwayne Patton offer?

Eric Dwayne Patton specializes in Financial Planning, Investment Management, Wealth Management.

What are Eric Dwayne Patton's credentials?

Eric Dwayne Patton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Dwayne Patton located?

Eric Dwayne Patton is based in SAN LUIS OBISPO, California, last registered with WEALTHSOURCE PARTNERS, LLC.

How does Eric Dwayne Patton charge for services?

Eric Dwayne Patton'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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