Best Investors Account Sign in
Inactive

Leonard Ralph Creech

The Wealth Group, Ltd

Oxford, NC

CRD 4086445

Claim This Profile
Employer firm

The Wealth Group, Ltd CRD 154106

$160M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Wealth Group, Ltd

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-05-19
  • NC RA
    APPROVED
    Since 2011-05-19

Branch Locations

102 West Spring Street, Oxford, NC 27565 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Investment Group, Inc. Raleigh NC 11/1999 Present
The Wealth Group, Ltd. Raleigh NC 05/2011 Present
  • 11/1999 → Present
    Capital Investment Group, Inc.
    Raleigh, NC
  • 05/2011 → Present
    The Wealth Group, Ltd.
    Raleigh, NC
Previous Registrations
  • 2006-08-22 → 2011-05-19
    Cic Advisers, Llc
    Oxford, NC
Other Businesses

1) THE WEALTH GROUP, LTD., INVESTMENT ADVISORY REPRESENTATIVE. STATE REGISTERED RIA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-12
  • S66 Uniform Combined State Law Examination
    2000-07-12
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC

Nearby Investors

CLAUDE WILLIAM ALLEN
William Scott Jakes
Ezekial Cody Blake

Nearby Offices

LPL FINANCIAL LLC · OXFORD, NC
EDWARD JONES · OXFORD, NC
EDWARD JONES · OXFORD, NC

More in Oxford, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor