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 14 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 32 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.