Giuseppe Francesco Visconti
Investment adviser representative at Onesource Wealth Management
14 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
14 years in the industry.
- FartherMay 2025 to now
- Onesource Wealth ManagementJan 2024 to now
- Purshe Kaplan Sterling InvestmetnsMar 2024 to Jan 2025
- Raymond JamesJun 2018 to Jan 2024
- Tri Counties AdvisorsJun 2018 to Jan 2024
- Wells FargoNov 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
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
- 5514465
- Firm CRD
- 319078