Bryan sullivan wealthsource
WebMar 17, 2024 · WealthSource, a $1.5 billion AUM RIA in San Luis Obispo, Calif., said it will acquire SurePath, an Austin, Texas–based registered investment advisor co-founded by brothers Patrick and Jeff ... WebWealthSource Partners, LLC employs 51 employees. The WealthSource Partners, LLC management team includes Patrick Brewer (President and Chief Marketing Officer), Bryan Sullivan (Chief Executive Officer), and Christopher Shea (Chief Investment Officer). Get Contact Info for All Departments
Bryan sullivan wealthsource
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WebVELLUM FINANCIAL, LLC; WEALTHSOURCE PARTNERS, LLC THE LAWSUIT WAS FILED BY A TRUSTEE OF A DECEASED CLIENT WHO HAD MADE TWO … WebWealthSource Partners, LLC is a private company that has been in the industry for 14 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Bryan Sullivan. Its headquarters is located at San Luis Obispo, California, USA. The WealthSource Partners, LLC annual revenue is estimated at < 1M.
WebChief Executive Officer and co-founder of WealthSource Partners, Bryan Sullivan is a grounded pillar of the company. He is a thoughtful and empathetic leader who empowers his team to put people first. WebMar 31, 2024 · Firm Details for WEALTHSOURCE®, Location: California, AUM = 1928232655.00, Last Form ADV Filed : 31-March-2024, Officers: VELLUM FINANCIAL, LLC, SULLIVAN, ARLO, BRYAN, DUBRAVAC, JON, EDWARD ... ARLO BRYAN SULLIVAN REVOCABLE LIVING TRUST STOCKHOLDER (More than 25% but less …
WebBryan Sullivan works as a Chief Executive Officer at WealthSource Partners, which is a Finance company with an estimated 51 employees; and founded in 2009. They are part of the Executive team within the C-Suite Department and their management level is C-Level. WebCB Rank (Person) 1,128,603. Primary Job Title Chief Executive Officer. Primary Organization. WealthSource. Location San Luis Obispo, California, United States. Regions West Coast, Western US. Gender Male. LinkedIn View on LinkedIn. Bryan Sullivan is the CEO at WealthSource Partners.
WebChief Executive Officer at WealthSource Partners. Brian Sullivan is the Chief Executive Officer at WealthSource Partners based in San Luis Obispo, California. Previously, Brian was the Financial S ervices Representative & Investment Advisor & Representative at MetLife. Brian received a Bachelor of Arts degree from Baldwin-Wallace College.
WebWealthSource 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... the manager assured the customerWebMar 17, 2024 · “We’re seeking out mission-driven, growth-oriented and tech-savvy advisors who want a fresh start to expand their practice — as well as those who are planning their … tidworth resettlementWebWealthSource Partners Employees 34 Firm Type RIA CEO Bryan Sullivan Location San Luis Obispo, California Primary Custodian TD Ameritrade Institutional the manager asked us to him in carryingWebthe sullivan related parties made the determination to settle based, in part, on the assessment that the estimated legal costs that would be incurred by the sullivan related parties to fully litigate the matter would be more than $162,500. mr. sullivan; vellum financial, llc; and wealthsource partners, llc denied all liability. the manager as facilitator of dialogueWebJun 5, 2024 · This is the first year WealthSource has been honored. The company’s leadership views the recognition as a milestone in WealthSource’s growth into a visible institution in the independent financial advisory space. “We’re honored to be recognized this year,” says Bryan Sullivan, a co-founder and partner of WealthSource. the manager at jessica furnitureWebsullivan, vellum financial and wealthsource partners (collectively the "sullivan related parties"). THE SULLIVAN RELATED PARTIES MADE THE DETERMINATION TO … tidworth riding schoolWeb735 Tank Farm Rd, #240 San Luis Obispo, CA 93401 2367.69 mi. Find Nearby: ATMs, Hotels, Night Clubs, Parkings, Movie Theaters Feedback tidworth rexel