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Eric Patton
Chief Financial Officer at Wealthsource Partners,
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Work Experience
Jan 2016 - Present · 8 years and 11 months
Chief Financial Officer
Feb 2022 - Present · 2 years and 10 months
COO
Jan 2016 - Apr 2022 · 6 years and 3 months
Avant-Garde Wealth
Chief Financial Officer
Jun 2021
Company Details
11-50 Employees
WealthSource was founded on the idea that there must be a way to deliver powerful technology and sophisticated investment solutions to financial advisors and their clients. We believe our combination of cloud-based infrastructure, a fantastic support team (mid & back office support as well as all compliance), innovative investment solutions, and competitive payouts give our advisors the best of institutional-level support and independence. WealthSource provides partnership and acquisition opportunities for both independent advisors and those looking to make the jump from a wirehouse. Contact us today and find out how WealthSource could help you scale your practice, boost revenue, and free up your time.
Year Founded
2015
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
735 Tank Farm Rd San Luis Obispo, California 93401, US
Keywords
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