Wealthsource®
Wealthsource® (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $1,928,232,655 in 5,116 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,928MILLION
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Total Number of Accounts5,116ACCOUNTS
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Average Account Value$376,902
- 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
Mark Maguire (CRD# 5494280) is an Investment Advisor Representative working at Wealthsource® in Highlands Ranch, CO and has over 14 years of experience in the finance industry.
Graham Marshall (CRD# 3167641) is an Investment Advisor Representative working at Wealthsource® in Fort Worth, TX and has over 23 years of experience in the finance industry.
Douglas May (CRD# 4901837) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has 1 year of experience in the finance industry.
Amy Melander (CRD# 4692263) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 19 years of experience in the finance industry. Amy Melander 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.
Jason Mirabella (CRD# 4336989) is the founder of Henfruit, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.
Jeffrey Murray (CRD# 2415804) is an Investment Advisor Representative working at Wealthsource® in Grand Junction, CO and has over 28 years of experience in the finance industry.
Sean Newsom (CRD# 4176993) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 21 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 27 years of experience in the finance industry.
Eric Patton (CRD# 5136912) is an Investment Advisor Representative working at Wealthsource® in San Luis Obispo, CA and has over 16 years of experience in the finance industry.
Timothy Power (CRD# 4746589) is an Investment Advisor Representative working at Wealthsource® in Austin, TX and has over 18 years of experience in the finance industry.