The Wealth Group, Ltd
The Wealth Group, Ltd (CRD# 154106) is a financial advisory firm headquartered in Raleigh, NC. They manage $208,859,118 in 609 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts609ACCOUNTS
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Average Account Value$342,954
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, VA
Keith Beck (CRD# 2420576) is an Investment Advisor Representative working at The Wealth Group, Ltd in Rocky Mount, NC and has over 30 years of experience in the finance industry.
Warren Carrick (CRD# 5728615) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 14 years of experience in the finance industry.
Leonard Creech (CRD# 4086445) is an Investment Advisor Representative working at The Wealth Group, Ltd in Oxford, NC and has over 23 years of experience in the finance industry.
Jamie Sledge (CRD# 4078983) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has over 24 years of experience in the finance industry.
Justin Sledge (CRD# 7498795) is an Investment Advisor Representative working at The Wealth Group, Ltd in High Point, NC and has 1 year of experience in the finance industry.