Lawrence Leitch is a ChFC-designated registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 38 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Location
1104 Kenilworth Drive Ste 500, Towson, MD, 21204
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence places individual life, disability, and long-term care insurance with multiple companies, spending minimal time on each. He also provides investment advisory services through SFG Wealth Management LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Sfg Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
Blinder, Robinson & CO., INC.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.