John Vincent Scambray
Investment adviser representative at Onesource Wealth Management
11 yearsExperience
1 stateRegistered in
$149.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- FartherMay 2025 to now
- Onesource Wealth ManagementJan 2025 to now
- Onesource Advisors, LLCAug 2019 to now
- Legacy Capital Management, LLCMar 2019 to now
- Raymond James Financial Services Advisors Inc.Jun 2015 to Jun 2019
- Raymond James Financial Services, IncJun 2015 to Jun 2019
- Tri Counties BankJun 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Onesource Wealth Management
Legal name: Legacy Capital Management, Limited Liability Company
$149.8MAssets managed
229Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2231726
- Firm CRD
- 319078