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Lawrence Nelson Leitch

SFG WEALTH MANAGEMENT, LLC·TOWSON, Maryland
Unclaimed Profile
1104 KENILWORTH DRIVE, TOWSON, MD 21204CRD# 1672867Firm CRD# 285785
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
03

Firm Overview

Firm
SFG WEALTH MANAGEMENT, LLC
SFG WEALTH MANAGEMENT
AUM
$556M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SFG WEALTH MANAGEMENT, LLC →
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
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in TOWSON
Kenneth William Pegher — SFG WEALTH MANAGEMENT, LLCLindsay Dyson Dryden — BLACK DIAMOND FINANCIAL, LLCScott John Liotta — LANE FIVE CAPITAL MANAGEMENT LPThomas Louis Schmidt — TLS ADVISORY SERVICES, INC.Christina Marie Horchar — SFG WEALTH MANAGEMENT, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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