Unclaimed
John Bagley is a certified financial planner and investment advisor representative with Strategic Wealth Advisors, LLC. John has been active in the industry since August 2001 and is registered in both Arizona and Texas. John specializes in providing financial planning, portfolio management for individuals and businesses, and general financial consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
11/24/2015 - Present
Strategic Wealth Advisors, LLC (SCOTTSDALE AZ)
Active
Inactive
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