Oscar
Ham

Sound View Wealth Advisors Group, LLC

CRD#2194817
Investment Advisor
in Savannah, GA

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About this Advisor

Oscar Ham is a certified financial planner who works out of Savannah, Georgia with a total of 4 years of relevant experience. Ham is currently employed by Sound View Wealth Advisors Group, LLC. Throughout their career, Ham has worked at Sound View Wealth Advisors Group, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Sound View Wealth Advisors. Ham has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Sound View Wealth Advisors Group, LLC is a financial advisory business based out of Savannah, GA. The company has a total of 15 people on staff. It handles $1 billion in assets under management among its 2,381 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 2,381 customer accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically are based on which service is provided. Fees billed by Sound View Wealth Advisors Group, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1 Skidaway Village Walk Suite 201
Savannah, GA 31411

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Sound View Wealth Advisors Group, LLC Brokerage Details

Total Assets Under Management

$1,378,420,892

GA Average: $3,570,121,308
Total Number of Employees

15

GA Average: 58
Total Number of Accounts

2,381

GA Average: 1,608
Average Account Size

$578,925

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Oscar Ham Work History

Oscar has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sound View Wealth Advisors Group, LLC

2018 - 2019 (1 year)

Sound View Wealth Advisors

2009 - 2018 (9 years)

Bank Of America,Na

1991 - 2018 (27 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Oscar Ham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sound View Wealth Advisors Group, LLC

Leah Martens
Savannah, GA
Edward Ambrose
Savannah, GA
Mark Silvers
Savannah, GA
Melissa Bouchillon
Savannah, GA
Molly Sisson
Statesboro, GA
Oscar Ham
Savannah, GA
Kelly Bouchillon
Savannah, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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