Graham Marshall has joined the WealthSource Partners network as an independent advisor with the firm’s Dallas-Fort Worth hub, the company announced last week.
Marshall was formerly a corporate advisor with Raymond James in Fort Worth, Texas, where he managed about $70 million in client assets.
As a WealthSource advisor, Marshall will provide comprehensive financial, retirement and estate planning services via the firm’s institutional-level platforms and resources.
Headquartered in San Luis Obispo, Calif., WealthSource Partners is a registered investment advisor with more than $1.7 billion in assets under management in 19 offices nationwide.