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).

By the Numbers
  • Total Assets Under Management
    2,116
    MILLION
  • Total Number of Accounts
    6,245
    ACCOUNTS
  • Average Account Value
    $338,869
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealthsource®
Showing 1 - 5 of 5 top financial advisors.
1
Alan H. Campbell
CRD#: 39028
Bell Canyon, CA

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.

2
Mark C. Maguire
CRD#: 5494280
Highlands Ranch, CO

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.

3
Daniel J. Rohr
CRD#: 6236648
1277 E. Grand Avenue, Suite B, Arroyo Grande, CA 93420

Daniel Rohr (CRD# 6236648) is an Investment Advisor Representative working at Wealthsource® in Arroyo Grande, CA and has 1 year of experience in the finance industry.

4
Robert J. Tesch
CRD#: 1919954
1561 Oxbow Drive, Montrose, CO 81401

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.

5
Jason D. Zivich
CRD#: 5635394
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

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.

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