Unclaimed Profile

Justin Allan Goodbread

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California

SIE, Series 7, Series 66CFPClean record22 years registeredWEALTHSOURCE PARTNERS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 4746495Firm CRD# 282202

Profile Verification

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

Identity

Justin Allan Goodbread · SAN LUIS OBISPO, CA

Registration

CRD #4746495 · WEALTHSOURCE PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Jan 2024 – present

WEALTHSOURCE®

Jan 2022 – Oct 2024

KNOXVILLE, TN

HERITAGE INVESTORS

Oct 2017 – Apr 2022

KNOXVILLE, TN

SUMMIT FINANCIAL GROUP INC

Jul 2014 – Dec 2017

Knoxville, TN

WOODBURY FINANCIAL SERVICES, INC.

Jan 2009 – Jul 2014

KNOXVILLE, TN

SECURIAN FINANCIAL SERVICES, INC.

Jan 2005 – Jan 2009

KNOXVILLE, TN

SIGNATOR INVESTORS, INC.

Sep 2004 – Jan 2005

KNOXVILLE, TN

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Mar 2004 – Jun 2004

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 29, 2004

Years registered · 22

Professional designation · CFP

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 Justin Allan Goodbread offer?

Justin Allan Goodbread specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Justin Allan Goodbread's credentials?

Justin Allan Goodbread holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Justin Allan Goodbread located?

Justin Allan Goodbread is based in SAN LUIS OBISPO, California, working with WEALTHSOURCE PARTNERS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Justin Allan Goodbread charge for services?

Justin Allan Goodbread'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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