River Source Wealth Management, LLC

River Source Wealth Management, LLC (CRD# 150852) is a financial advisory firm headquartered in Waynesville, NC. They manage $235,569,563 in 1,273 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    1,273
    ACCOUNTS
  • Average Account Value
    $185,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NC

Financial Advisors at River Source Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen B. Anderson
CRD#: 4062846
168 Tate Street, Waynesville, NC 28786
93
Wealthminder
score

Stephen Anderson (CRD# 4062846) is an Investment Advisor Representative working at River Source Wealth Management, LLC in Waynesville, NC and has over 16 years of experience in the finance industry.

2
Francis J. Hebert
CRD#: 2262576
168 Tate Street, Waynesville, NC 28786
93
Wealthminder
score

Francis Hebert (CRD# 2262576) is an Investment Advisor Representative working at River Source Wealth Management, LLC in Waynesville, NC and has over 24 years of experience in the finance industry.

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