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ONESOURCE ADVISORS, LLC
ONESOURCE ADVISORS, LLC
ONESOURCE WEALTH MANAGEMENT
GRANITE BAY, California
·
2 registered advisors
·
CRD# 319078
SEC# 801-129864
2
9169673500
01
Firm Overview
AUM
$100M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ONESOURCE ADVISORS, LLC
2 registered advisors
Giuseppe Francesco Visconti
GRANITE BAY, California
CRD# 5514465
John Vincent Scambray
GRANITE BAY, California
CRD# 2231726
05
Office Locations
GRANITE BAY, California
2 advisors
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Data sourced from SEC Form ADV filings. ONESOURCE ADVISORS, LLC (CRD# 319078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.