Onesource Wealth Advisors

Onesource Wealth Advisors (CRD# 299717) is a financial advisory firm headquartered in Vero Beach, FL. They manage $2,683,000 in 15 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
601 21st Street, Suite 300, Vero Beach, FL 32960
https://onesourcefinancial.net/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $178,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX, VA

Financial Advisors at Onesource Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Constantine Burlos, financial advisor Mechanicsville VA
Constantine G. Burlos
CRD#: 4391109
6200 Pond Grass Road, Mechanicsville, VA 23111

Constantine Burlos (CRD# 4391109) is an Investment Advisor Representative working at Onesource Wealth Advisors in Mechanicsville, VA and has over 22 years of experience in the finance industry.

2
Blake Campbell, financial advisor Vero Beach FL
Blake M. Campbell
CRD#: 2705885
601 21st St., Suite 300, Vero Beach, FL 32960

Blake Campbell (CRD# 2705885) is an Investment Advisor Representative working at Onesource Wealth Advisors in Vero Beach, FL and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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