Wealth Preservation Group, LLC

Wealth Preservation Group, LLC (CRD# 144686) is a financial advisory firm headquartered in Durham, NC. They manage $23,000,000 in 175 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $131,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NC, NJ, PA, SC

Financial Advisors at Wealth Preservation Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott A. Syphers
CRD#: 3073399
1911 Hillandale Road, Suite 1020, Durham, NC 27705
93
Wealthminder
score

Scott Syphers (CRD# 3073399) is an Investment Advisor Representative working at Wealth Preservation Group, LLC in Durham, NC and has over 13 years of experience in the finance industry.

2
Vance A. Syphers
CRD#: 441612
1911 Hillandale Road, Suite 1020, Durham, NC 27705
83
Wealthminder
score

Vance Syphers (CRD# 441612) is an Investment Advisor Representative working at Wealth Preservation Group, LLC in Durham, NC and has over 31 years of experience in the finance industry.

3
Roger A. Lingle
CRD#: 5439558
1911 Hillandale Road, Suite 1020, Durham, NC 27705
73
Wealthminder
score

Roger Lingle (CRD# 5439558) is an Investment Advisor Representative working at Wealth Preservation Group, LLC in Durham, NC and has over 9 years of experience in the finance industry.

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