(This article originally appeared o Reuters)
The investment advisers unit of Raymond James Financial Inc entered into a partnership to provide its custodial services to WealthSource Partners LLC.
WealthSource’s executive team is composed of Bryan Sullivan, Eric Patton, Jon Dubravac, Kelly Smith, David Ito and Mark Malek. Additionally, the firm has 21 financial advisers and eight support team members.
San Luis Obispo, California-based, an independent advisory firm, has advisers in California, Colorado and Florida.
As of June 30, WealthSource had $568 million in client assets at various custodians.
NEWSLETTER SIGN UP
And receive exclusive articles on securities markets
As Technology Evolves, Asset Managers Adapt and Innovate
Citi Changes Organizational Structure
SEC Charges Virtu for Disclosures Relating to Information Barriers
ICE Futures Singapore Partners with CoinDesk Indices
Related articles
-
Michael Peters will retire in September 2024 after almost 30 years.
-
The industry must embrace a new way of thinking to ensure a smooth transition.
-
Banks can seize an advantage by harnessing the power of untapped transaction data.
-
Newly retired State Street Global Advisors exec discusses the evolution of the FX market, and current challeng...
-
Understanding value can help firms focus efforts and make effective strategy and spending decisions.