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Lawrence Nelson Leitch

SFG WEALTH MANAGEMENT, LLC·TOWSON, Maryland
Clean recordSFG WEALTH MANAGEMENT, LLC
1104 KENILWORTH DRIVE, TOWSON, MD 21204CRD# 1672867Firm CRD# 285785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Nelson Leitch · TOWSON, MD
Registration
CRD #1672867 · SFG WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Nelson Leitch is a registered financial advisor based in TOWSON, Maryland, affiliated with SFG WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SFG WEALTH MANAGEMENT, LLC
SFG WEALTH MANAGEMENT
AUM
$556M
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1672867
Firm CRD# 285785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Nelson Leitch offer?
Lawrence Nelson Leitch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TOWSON, Maryland for a consultation.
What are Lawrence Nelson Leitch's credentials?
Lawrence Nelson Leitch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Nelson Leitch located?
Lawrence Nelson Leitch is based in TOWSON, Maryland, working with SFG WEALTH MANAGEMENT, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Lawrence Nelson Leitch charge for services?
Lawrence Nelson Leitch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFG WEALTH MANAGEMENT, LLC?
SFG WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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