Oscar Ham (CRD# 2194817) is an Investment Advisor Representative working at Sound View Wealth Advisors Group, LLC in Savannah, GA and has over 32 years of experience in the finance industry. Oscar Ham 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.
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, LLC | Savannah, GA | Apr 2019 - Current | 5 |
| Sound View Wealth Advisors | Savannah, GA | Mar 2018 - Mar 2019 | 1 |
| Bank Of America,na | Savannah, GA | Nov 2009 - Mar 2018 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah, GA | Nov 1991 - Mar 2018 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- GA
- NC
- SC
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Total Assets Under Management1,629MILLIONS
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Total Number of Accounts2,625ACCOUNTS
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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
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