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John Alan Bagley

STRATEGIC WEALTH ADVISORS, LLC·SCOTTSDALE, Arizona
Clean recordSTRATEGIC WEALTH ADVISORS, LLC
9375 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 4452812Firm CRD# 114167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Alan Bagley · SCOTTSDALE, AZ
Registration
CRD #4452812 · STRATEGIC WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Alan Bagley is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STRATEGIC WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH ADVISORS, LLC
STRATEGIC WEALTH ADVISORS, LLC
AUM
$282M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGIC WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4452812
Firm CRD# 114167
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Alan Bagley offer?
John Alan Bagley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are John Alan Bagley's credentials?
John Alan Bagley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Alan Bagley located?
John Alan Bagley is based in SCOTTSDALE, Arizona, working with STRATEGIC WEALTH ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does John Alan Bagley charge for services?
John Alan Bagley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH ADVISORS, LLC?
STRATEGIC WEALTH ADVISORS, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC WEALTH ADVISORS, LLC

Laurie Beth Bagley
SCOTTSDALE, AZ

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Research
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