Sara White
Client Relationships Manager/ Operations Specialist at WealthSource Partners - San Luis Obispo, CA, US
Sara White's Colleagues at WealthSource Partners
Sara White's Contact Details
WealthSource Partners
Sara White's Company Details
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.