Leah Willey (CRD# 7659794) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 3 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound View Wealth Advisors Group | Savannah, GA | Nov 2022 - Current | 1 |
| Beautycounter | Savannah, GA | Jul 2018 - Current | 5 |
| Covenant Partners, LLC | Nashville, TN | Aug 2021 - Oct 2022 | 1 |
| Nat's Outdoor Sports | Bowling Green, KY | Oct 2016 - Jul 2021 | 4 |
| Western Kentucky University | Bowling Green, KY | Aug 2017 - May 2021 | 3 |
| Yonts & Company | Bowling Green, KY | May 2019 - Jun 2020 | 1 |
| Pierce And Shadoan Law Firm | Bowling Green, KY | May 2018 - Aug 2018 | < 1 |
| Nat's Outdoor Sports | Bowling Green, KY | May 2016 - Jul 2017 | 1 |
| Greenwood High School | Bowling Green, KY | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- GA
-
Total Assets Under Management1,629MILLIONS
-
Total Number of Accounts2,625ACCOUNTS
-
Average Account Value$620,487
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.