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Kelly Lee Bouchillon

SOUND VIEW WEALTH ADVISORS GROUP, LLC·SAVANNAH, Georgia
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1 SKIDAWAY VILLAGE WALK, SAVANNAH, GA 31411CRD# 1999749Firm CRD# 300927
01

About

Kelly Lee Bouchillon is a registered financial advisor based in SAVANNAH, Georgia, affiliated with SOUND VIEW WEALTH ADVISORS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SOUND VIEW WEALTH ADVISORS GROUP, LLC
SOUND VIEW WEALTH ADVISORS GROUP, LLC
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at SOUND VIEW WEALTH ADVISORS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Regulatory
SEC/IARD CRD# 1999749
Firm CRD# 300927
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Lee Bouchillon offer?
Kelly Lee Bouchillon specializes in Financial Planning, Investment Management. Contact their office in SAVANNAH, Georgia for a consultation.
What are Kelly Lee Bouchillon's credentials?
Kelly Lee Bouchillon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Lee Bouchillon located?
Kelly Lee Bouchillon is based in SAVANNAH, Georgia, working with SOUND VIEW WEALTH ADVISORS GROUP, LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.
How does Kelly Lee Bouchillon charge for services?
Kelly Lee Bouchillon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND VIEW WEALTH ADVISORS GROUP, LLC?
SOUND VIEW WEALTH ADVISORS GROUP, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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