Michael Lawrence Agee

Employer firm

Strategic Advisory Services CRD 287984

$201M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• DERIVATIVES INVOLVING COVERED CALL OPTION STRATEGIES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → 11/2016
  Raymond James & Associates, Inc.
  Memphis, TN
• 09/2011 → Present
  Soccer Referee
  Germantown, TN
• 11/2016 → Present
  Lpl Financial, Llc
  Memphis, TN
• 03/2017 → Present
  Strategic Advisory Services Llc
  Memphis, TN

Previous Registrations

• 2000-08-15 → 2016-11-11
  Raymond James & Associates, Inc.
  Memphis, TN
  Memphis, TN

Other Businesses

1) 11/09/2016 - STRATEGIC WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/7/2016 - 200 hr/mth 2) 11/09/2016 - SOCCER REFEREE - non-inv rel - start: 11/7/2016 - 20 hr/mth 3) 09/01/2017-Strategic Advisory Services LLC-Investement related-At reported business location(s)-Registered Investment Advisor Hybrid-start 08/15/2017-Hours per month 150/hours during trading 120-I provide investment advisory services through Strategic Advisory Services LLC, an independent investment advisor firm. I started this business activity in 08/15/2017.. I expect to spend approximately [150 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/22/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/03/2024 - 5 Hours per Month/ 3 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  1999-03-25

Other Names

• Mike Agee