Wealthsource®
Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $2,116,238,123 in 6,245 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,116MILLION
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Total Number of Accounts6,245ACCOUNTS
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Average Account Value$338,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Bell Canyon, CA and has over 34 years of experience in the finance industry.
Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Wealthsource® in Highlands Ranch, CO and has over 16 years of experience in the finance industry.
Larry O'callaghan (CRD# 2671685) is an Investment Advisor Representative working at Wealthsource® in Solvang, CA and has over 28 years of experience in the finance industry.
Robert Tesch (CRD# 1919954) is an Investment Advisor Representative working at Wealthsource® in Montrose, CO and has over 27 years of experience in the finance industry.
Jason Zivich (CRD# 5635394) is an Investment Advisor Representative working at Wealthsource® in Manhattan Beach, CA and has over 15 years of experience in the finance industry.