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).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $342,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, VA

Financial Advisors at The Wealth Group, Ltd
Showing 1 - 5 of 5 top financial advisors.
1
Keith C. Beck
CRD#: 2420576
109 Foy Drive, Rocky Mount, NC 27804

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.

2
Warren C. Carrick
CRD#: 5728615
115 West State Avenue, High Point, NC 27262

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.

3
Leonard R. Creech
CRD#: 4086445
102 West Spring Street, Oxford, NC 27565

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.

4
Jamie D. Sledge
CRD#: 4078983
115 West State Avenue, High Point, NC 27262

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.

5
Justin D. Sledge
CRD#: 7498795
115 W. State Avenue, High Point, NC 27262

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.

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