Independent Broker for insurance and investments

Insurance

Investment Management

Personal Finance

Worldsource Financial Management

Jason Stalker

This department focuses on providing financial planning services and strategies to help individuals or organizations manage their finances effectively.

Financial Planning

This department provides personalized financial advice and management services to clients in order to help them achieve their financial goals.

Wealth Management

This department oversees and manages the operations of various branches to ensure effective service delivery and compliance.

Branch Operations

This department provides financial guidance and advice to clients, helping them manage their investments and achieve their financial goals.

Worldsource Financial Management

Org chart

Teams

Financial Planning

Wealth Management

Branch Operations

Financial Services

Offices

Worldsource Financial Management

Org chart

Teams

Financial Planning

Wealth Management

Branch Operations

Financial Services

Offices

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