Joshua Severn Hegland
Investment adviser representative at Sound View Wealth Advisors Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sound View Wealth Advisors Group, LLCDec 2024 to now
- Cahaba Wealth Management, Inc.Jan 2020 to Dec 2024
- Lcg AssociatesMay 2018 to Jan 2020
- UnemployedSep 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Sound View Wealth Advisors Group, LLC
$2.3BAssets managed
950Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7286914
- Firm CRD
- 300927