Unclaimed Profile

Lawrence Nelson Leitch

SFG WEALTH MANAGEMENT, LLC·TOWSON, Maryland

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65ChFCClean record28 years registeredSFG 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 · 28 years registered

Brand Profile

Not yet started

Career History

SFG WEALTH MANAGEMENT

Dec 2016 – present

LPL FINANCIAL LLC

Apr 2005 – present

PARK AVENUE SECURITIES LLC

Feb 1998 – Apr 2005

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · February 1, 1998

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFG WEALTH MANAGEMENT, LLC

CRD 285785 · SEC 801-108748

AUM

$556M

Regulatory assets under management

Employees

1,806 client accounts

Services offered by SFG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFG WEALTH MANAGEMENT, LLC →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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