Raymond James to Partner with WealthSource


(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.

Related articles

  1. WEX Options Algo Built for Market Complexity

    Due diligence process has not kept pace with the proliferation of algorithmic trading.

  2. Blockchain-enabled platform reduces risk and operational costs and enhances liquidity for market participants.

  3. FX Option Volumes Flat Despite Brexit Vote

    Automated, digital-first payments platform will help financial firms with spot FX and international payments.

  4. By Greta Zhou and Andy Cheung, APAC AES, Credit Suisse

  5. Rich Repetto Talks Exchanges, Market Structure, ETFs

    Senior exec talks about the importance of Diversity, Equity & Inclusion in financial services.