Olivia Pereira

Executive Support Specialist at WealthSource Partners - San Luis Obispo, CA, US

Olivia Pereira's Colleagues at WealthSource Partners
Mackenzie Keener

Operations Specialist

Contact Mackenzie Keener

Natalia Autenrieth

Chief Of Staff

Contact Natalia Autenrieth

Ryan Mannen

Director Of Technology

Contact Ryan Mannen

Jeff Brewer

Head of Advisor Success

Contact Jeff Brewer

David Ito

Chief Compliance Officer & General Counsel

Contact David Ito

Christopher Shea

Chief Investment Officer

Contact Christopher Shea

Laura Chernova

Independent Wealth Advisor

Contact Laura Chernova

View All Olivia Pereira's Colleagues
Olivia Pereira's Contact Details
Email (Verified)
***@wealthsource.com
Get Olivia Pereira's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Olivia Pereira's Mobile Number
HQ
Location
San Luis Obispo,California,United States
Company
WealthSource Partners
Olivia Pereira's Company Details
WealthSource Partners logo, WealthSource Partners contact details

WealthSource Partners

San Luis Obispo, CA, US • 50 - 99 Employees
Financial Services

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.

N/A
Details about WealthSource Partners
Frequently Asked Questions about Olivia Pereira
Olivia Pereira currently works for WealthSource Partners, LLC.
Olivia Pereira's role at WealthSource Partners, LLC is Executive Support Specialist.
Olivia Pereira's email address is ***@wealthsource.com. To view Olivia Pereira's full email address, please signup to ConnectPlex.
Olivia Pereira works in the Financial Services industry.
Olivia Pereira's colleagues at WealthSource Partners are Mackenzie Keener, Natalia Autenrieth, Ryan Mannen, Jeff Brewer, David Ito, Christopher Shea, Laura Chernova and others.
Olivia Pereira's phone number is
See more information about Olivia Pereira