Leonard Creech, financial advisor Oxford NC

Leonard Creech

CRD Number: 4086445
Current Firm: The Wealth Group, Ltd

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.

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Professional Designations
Company Name Location Dates Years
The Wealth Group, Ltd. Raleigh, NC May 2011 - Current 12
Capital Investment Group, Inc. Raleigh, NC Nov 1999 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Leonard R. Creech
Phone Number: 919-865-1924
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • 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

FL, NC, VA

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