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Vernon G. Schoonover

SYMPHONY ONE CAPITAL MANAGEMENT
Wilmington, NC
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CRD#: 6871207
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Professional summary


Vernon Glenn Schoonover, who also goes by Vernon Glenn Schoonover III, Vernon Glenn Schoonover, Vernon Schoonover, is a registered financial advisor currently at SYMPHONY ONE CAPITAL MANAGEMENT, LLC located in Wilmington, North Carolina.

Vernon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Vernon has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vernon Glenn Schoonover Iii | Vernon Glenn Schoonover | Vernon Schoonover

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Vernon Glenn Schoonover's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 9, 2025 - Present

SYMPHONY ONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 329568
Wilmington, NC
Past

June 18, 2018 - December 21, 2018

EDWARD JONES

RIA
CRD#: 250
BERRYVILLE, VA
Past

June 18, 2018 - December 21, 2018

EDWARD JONES

BD
CRD#: 250
BERRYVILLE, VA
Past

January 18, 2018 - April 18, 2018

BANKERS LIFE ADVISORY SERVICES, INC.

RIA
CRD#: 281285
Frederick, MD
Past

October 20, 2017 - April 18, 2018

BANKERS LIFE SECURITIES, INC.

BD
CRD#: 173962
Frederick, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(6/12/2025)
IAR
Texas
(6/9/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/16/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SO
SYMPHONY ONE CAPITAL MANAGEMENT, LLC
SYMPHONY ONE CAPITAL MANAGEMENT, LLC

CRD#: 329568 / SEC#:

North Carolina
Registered Investment Advisory firm - (6/2/2025 Approved)
Texas
Registered Investment Advisory firm - (3/15/2024 Approved)
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Contact information


Main Address
17304 Preston Road Suite 800, Dallas, TX 75287
Mailing Address
Phone number
(617) 331-8033
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 2,608,843

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SYMPHONY ONE CAPITAL MANAGEMENT, LLC

CRD#: 329568Wilmington, NC

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