Travis Patton

Technology Associate at WealthSource Partners - San Luis Obispo, CA, US

Travis Patton's Contact Details
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Location
Edmond, Oklahoma, United States
Company
WealthSource Partners
Travis Patton'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.

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Travis Patton currently works for WealthSource Partners.
Travis Patton's role at WealthSource Partners is Technology Associate.
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Travis Patton works in the Financial Services industry.
Travis Patton's colleagues at WealthSource Partners are Patrick Brewer, Steven Levin, Travis Cook, Renee Johnson, Angela Johnson, Kelly Elsensohn, David Baysinger and others.
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