The Advisor Source, Inc.

The Advisor Source, Inc. (CRD# 117162) is a financial advisory firm headquartered in , . They manage $4,440,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at The Advisor Source, Inc.
Showing 1 - 1 of 1 top financial advisors.
Kevin M. Dahl
CRD#: 1402623
Bothell, WA

Kevin Dahl (CRD# 1402623) is an Investment Advisor Representative working at The Advisor Source, Inc. in Bothell, WA and has over 24 years of experience in the finance industry.

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