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John Vincent Scambray

ONESOURCE ADVISORS, LLC·GRANITE BAY, California
Unclaimed Profile
4080 CAVITT STALLMAN ROAD, GRANITE BAY, CA 95746CRD# 2231726Firm CRD# 319078
01

About

John Vincent Scambray is a registered financial advisor based in GRANITE BAY, California, affiliated with ONESOURCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ONESOURCE ADVISORS, LLC
ONESOURCE WEALTH MANAGEMENT
AUM
$100M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ONESOURCE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2231726
Firm CRD# 319078
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Vincent Scambray offer?
John Vincent Scambray specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANITE BAY, California for a consultation.
What are John Vincent Scambray's credentials?
John Vincent Scambray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Vincent Scambray located?
John Vincent Scambray is based in GRANITE BAY, California, working with ONESOURCE ADVISORS, LLC. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does John Vincent Scambray charge for services?
John Vincent Scambray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONESOURCE ADVISORS, LLC?
ONESOURCE ADVISORS, LLC has approximately 2 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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