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Laurie Beth Bagley

Strategic Wealth Advisors, LLC

Scottsdale, AZ

Scottsdale, AZ

CRD 2555369

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Employer firm

Strategic Wealth Advisors, LLC CRD 114167

$325M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • GENERAL FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Wealth Advisors, Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 1999-01-15
  • AZ RA
    APPROVED
    Since 1999-01-15

Branch Locations

Scottsdale, AZ • United States

9375 East Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Wealth Advisors, Llc Scottsdale AZ 01/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-22
S65 Uniform Investment Adviser Law Examination 1994-10-18
  • S63 Uniform Securities Agent State Law Examination
    1998-06-22
  • S65 Uniform Investment Adviser Law Examination
    1994-10-18
Designations
  • Chartered Financial Analyst
Other Names
  • Laurie B Walker
  • Laurie Walker

View on SEC IAPD

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