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).
Total Assets Under Management4MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$403,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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.