AdvisorOS Directory
Claim Profile
KS

Kevin Charles Swanson

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
1880 SANTA BARBARA AVENUE, SAN LUIS OBISPO, CA 93401CRD# 2528342Firm CRD# 282202
01

About

Kevin Charles Swanson is a registered financial advisor based in SAN LUIS OBISPO, 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
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# 2528342
Firm CRD# 282202
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN LUIS OBISPO?

Browse all registered financial advisors in SAN LUIS OBISPO, California or claim this profile if it's yours.

Browse SAN LUIS OBISPO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Charles Swanson offer?
Kevin Charles Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Kevin Charles Swanson's credentials?
Kevin Charles Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Swanson located?
Kevin Charles Swanson 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 Kevin Charles Swanson charge for services?
Kevin Charles Swanson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN LUIS OBISPO
Alexander No Mi Pock — WACKER WEALTH PARTNERS, LLCMatthew Randall Wilson — WACKER WEALTH PARTNERS, LLCPatrick Colm O'hara — WACKER WEALTH PARTNERS, LLCRyan Nicholas Caldwell — WACKER WEALTH PARTNERS, LLCJerry Todd Mirolla — PROSSIMO ADVISORS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile