John Vincent Scambray
Professional Summary
John Vincent Scambray, who also goes by John Scambray, is a registered financial advisor currently at ONESOURCE WEALTH MANAGEMENT located in Granite Bay, California. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 21 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Scambray
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Videos & Posts
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Contact Information
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SPECTRUM WEALTH ADVISORY GROUP, LLC
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Disclosures on record.
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT | ONESOURCE ADVISORS, LLC
Contact Information
Main Address
4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746Phone Number
(916) 967-3500# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
546AUM (Assets Under Management)
$149,813,898Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Primary Firm SEC Registration
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | WISE MONEY GUYS | ONESOURCE WEALTH MANAGEMENT | ONESOURCE HEALTH & WEALTH MANAGEMENT | ONESOURCE ADVISORS, LLC
State Registrations and Notice Filings
(6/24/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1992About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jun 2003About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2003About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Vincent Scambray's CRS (Customer Relationship Summary).
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SPECTRUM WEALTH ADVISORY GROUP, LLC