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Joshua Severn Hegland

Sound View Wealth Advisors Group, LLC

Savannah, GA

CRD 7286914

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Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sound View Wealth Advisors Group, Llc

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-22
SC RA APPROVED 2025-01-09
  • GA RA
    APPROVED
    Since 2025-01-22
  • SC RA
    APPROVED
    Since 2025-01-09

Branch Locations

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cahaba Wealth Management, Inc. Atlanta GA 08/2020 12/2024
Cahaba Wealth Management, Inc. Atlanta GA 01/2020 12/2024
Lcg Associates Atlanta GA 05/2018 01/2020
Unemployed Statesboro GA 09/2016 04/2018
Sound View Wealth Advisors Group Savannah GA 12/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-04
  • S65 Uniform Investment Adviser Law Examination
    2020-08-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
VALIC FINANCIAL ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE

Nearby Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA

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