LL
ChFC
LL
ChFC

Lawrence Nelson Leitch

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$544K average
Assets Under Management
$643.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1104 Kenilworth Drive Ste 500, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

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.

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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
December 2016 - Present · 9 yrs 2 mos
LPL Financial LLC
April 2005 - Present · 20 yrs 10 mos
LPL Financial LLCBroker
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
Park Avenue Securities LLCBroker
May 1999 - April 2005 · 5 yrs 11 mos
Park Avenue Securities LLC
February 1998 - April 2005 · 7 yrs 2 mos
Guardian Investor Services CorporationBroker
March 1989 - May 1999 · 10 yrs 2 mos
Pruco Securities CorporationBroker
November 1987 - March 1989 · 1 yr 4 mos
Blinder, Robinson & CO., INC.Broker
May 1987 - August 1987 · 3 mos
State Registrations29 states
ARAZCACOCTDCDEFLGAILINKSLAMDMINCNJNMNYOHPARISCTNTXVAVTWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.