Helen MarshallCRD Number: 7309421
Current Firm: Sound View Wealth Advisors Group, LLC
Helen Marshall (CRD# 7309421) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has 1 year of experience in the finance industry.
Synovus Securities, Inc.
Bull Street Advisors
Sound View Wealth Advisors Group, LLC
|Sound View Wealth Advisors Group||Savannah, GA||Mar 2020 - Current||2|
|Old North State Trust, LLC||Greensboro, NC||Jun 2017 - Feb 2020||2|
|Appalachian State University||Boone, NC||Aug 2013 - May 2017||3|
|First Citizens Wealth Management||Raleigh, NC||May 2016 - Aug 2016||< 1|
|Lake Norman High School||Mooresville, NC||Aug 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management1,220MILLIONS
Total Number of Accounts2,206ACCOUNTS
Average Account Value$552,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, DC, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
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