WEALTHSOURCE PARTNERS, LLC

WEALTHSOURCE?
SAN LUIS OBISPO, California·8 registered advisors·CRD# 282202
SEC# 801-10719937805-546-1000
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTHSOURCE PARTNERS, LLC

8 registered advisors
Arlo Bryan Sullivan
SAN LUIS OBISPO, California
Christopher Maxime Shea
SAN LUIS OBISPO, California
Douglas Boyd May
ARROYO GRANDE, California
Eric Dwayne Patton
SAN LUIS OBISPO, California
Jason Anthony Mirabella
SAN LUIS OBISPO, California
Justin Allan Goodbread
SAN LUIS OBISPO, California
CFP
Kelly Morrow Smith
ARROYO GRANDE, California
Kevin Charles Swanson
SAN LUIS OBISPO, California
05

Office Locations

SAN LUIS OBISPO, California
6 advisors
ARROYO GRANDE, California
2 advisors

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Data sourced from SEC Form ADV filings. WEALTHSOURCE PARTNERS, LLC (CRD# 282202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.