AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Joshua Scannell

FUTURE PATH FINANCIAL PLANNING
NICEVILLE, FL
Some features on this profile are disabled
CRD#: 7875572
JS
Joshua ScannellFUTURE PATH FINANCIAL PLANNING

Professional summary

Joshua Scannell, who also goes by Josh Scannell, is a registered financial advisor currently at FUTURE PATH FINANCIAL PLANNING located in Niceville, Florida.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joshua has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Josh Scannell

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.
Joshua Scannell is currently a licensed insurance agent, however, he/she no longer sells any insurance products, and is not affiliated with any insurance companies. Joshua Scannell will not sell any insurance products to clients or prospective clients of LGWM. This does not contribute to 10% or more of their time or income.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Scannell'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

May 28, 2025 - Present

FUTURE PATH FINANCIAL PLANNING

RIA
CRD#: 336296
NICEVILLE, FL
Past

March 7, 2025 - April 1, 2025

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
PENSACOLA, FL
Past

November 11, 2024 - April 1, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PENSACOLA, FL

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
Florida
(5/28/2025)
IAR
Louisiana
(4/2/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 1/18/2025
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 11/11/2024
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 9/3/2024
Securities Industry Essentials Examination

Current Firm

FP
FUTURE PATH FINANCIAL PLANNING
FUTURE PATH FINANCIAL PLANNING | LEGACY GROWTH WEALTH MANAGEMENT LLC | LEGACY GROWTH WEALTH MANAGEMENT

CRD#: 336296 / SEC#:

Florida
Registered Investment Advisory firm - (5/28/2025 Approved)
Louisiana
Registered Investment Advisory firm - (4/1/2026 Approved)
Loading...

Contact information

Main Address
Niceville, FL
Mailing Address
Phone number
(850) 517-7015
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 2,000,000

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

FUTURE PATH FINANCIAL PLANNING

CRD#: 336296Niceville, FL

TRUST BUT VERIFY

Monitor Joshua Scannell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.