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JS

Joshua Scannell

LEGACY GROWTH WEALTH MANAGEMENT
NICEVILLE, FL
Some features on this profile are disabled
CRD#: 7875572
JS

Professional summary

Joshua Scannell, who also goes by Josh Scannell, is a registered financial advisor currently at LEGACY GROWTH WEALTH MANAGEMENT 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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

LEGACY GROWTH WEALTH MANAGEMENT

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/3/2024
Securities Industry Essentials Examination

Current Firm

LG
LEGACY GROWTH WEALTH MANAGEMENT
LEGACY GROWTH WEALTH MANAGEMENT | LEGACY GROWTH WEALTH MANAGEMENT LLC

CRD#: 336296 / SEC#:

Florida
Registered Investment Advisory firm - (5/28/2025 Approved)
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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
0

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

LEGACY GROWTH WEALTH MANAGEMENT

CRD#: 336296Niceville, FL

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