Wealthsource®
Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,915,866,644 in 6,375 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,916MILLION
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Total Number of Accounts6,375ACCOUNTS
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Average Account Value$300,528
- 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)
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
Donald Bateman (CRD# 4022892) is an Investment Advisor Representative working at Wealthsource® in Knoxville, TN and has over 23 years of experience in the finance industry.
David Baysinger (CRD# 4526012) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has over 24 years of experience in the finance industry. David Baysinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Benson (CRD# 2554227) is an Investment Advisor Representative working at Wealthsource® in Centennial, CO and has over 13 years of experience in the finance industry.
Jeffrey Brewer (CRD# 5977196) is an Investment Advisor Representative working at Wealthsource® in Charlotte, NC and has over 8 years of experience in the finance industry. Jeffrey Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthsource® in Austin, TX and has over 14 years of experience in the finance industry.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Wealthsource® in Santa Maria, CA and has over 23 years of experience in the finance industry. Wesley Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Alan Campbell (CRD# 39028) is an Investment Advisor Representative working at Wealthsource® in Bell Canyon, CA and has over 33 years of experience in the finance industry.
Bryan Cannon (CRD# 4404016) is an Investment Advisor Representative working at Wealthsource® in Park City, UT and has over 21 years of experience in the finance industry.
Andrew Davis (CRD# 5823706) is an Investment Advisor Representative working at Wealthsource® in Franklin, TN and has over 12 years of experience in the finance industry.
Kelly Elsensohn (CRD# 5646181) is an Investment Advisor Representative working at Wealthsource® in Castle Rock, CO and has 1 year of experience in the finance industry. Kelly Elsensohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.