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Laurie Beth Bagley

STRATEGIC WEALTH ADVISORS, LLC·SCOTTSDALE, Arizona
Series 2, Series 6, Series 63, Series 65Clean record27 years registeredSTRATEGIC WEALTH ADVISORS, LLC
9375 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 2555369Firm CRD# 114167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurie Beth Bagley · SCOTTSDALE, AZ
Registration
CRD #2555369 · STRATEGIC WEALTH ADVISORS, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC WEALTH ADVISORS, LLC
Jan 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 6
Series 63
Series 65
Registration record
First registered · January 15, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC WEALTH ADVISORS, LLC
CRD 114167 · SEC 801-62947
AUM
$282M
Regulatory assets under management
Employees
4
416 client accounts
Services offered by STRATEGIC WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Laurie Beth Bagley offer?
Laurie Beth Bagley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Laurie Beth Bagley's credentials?
Laurie Beth Bagley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Beth Bagley located?
Laurie Beth 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 Laurie Beth Bagley charge for services?
Laurie Beth 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

John Alan Bagley
SCOTTSDALE, AZ

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Research
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