Kelly Bouchillon, financial advisor Savannah GA

Kelly Bouchillon

CRD Number: 1999749
Current Firm: Sound View Wealth Advisors Group, LLC

Kelly Bouchillon (CRD# 1999749) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 34 years of experience in the finance industry. Kelly Bouchillon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sound View Wealth Advisors Group, LLC Savannah, GA Apr 2019 - Current 4
Purshe Kaplan Sterling Investments, Inc. Albany, NY Mar 2018 - Current 6
Sound View Wealth Advisors, LLC Savannah, GA Mar 2018 - Mar 2019 1
Bank Of America, N.a. Savannah, GA Mar 2012 - Mar 2018 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah, GA Aug 1989 - Mar 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for Kelly L. Bouchillon
Phone Number: 912-239-4630
Registered State(s):
  • GA
  • NC
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    1,378
    MILLIONS
  • Total Number of Accounts
    2,381
    ACCOUNTS
  • Average Account Value
    $578,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

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