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Laurie Beth Bagley

Strategic Wealth Advisors, LLC

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About Laurie Beth Bagley

Laurie Beth Bagley is a financial advisor with Strategic Wealth Advisors, LLC. Laurie has been in the industry since 1998 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Laurie is a Chartered Financial Analyst (CFA) and holds Series 2, 6, 63, and 65 licenses. Laurie provides a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Laurie Bagley is currently registered with Strategic Wealth Advisors, LLC. Strategic Wealth Advisors, LLC is an investment advisor with approximately $282,092,791 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and general financial consulting. They have experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

$282.09M

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general financial consulting

General financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laurie Bagley’s Registration & Firm History

AZ

01/15/1999 - Present

Strategic Wealth Advisors, LLC (SCOTTSDALE AZ)

IL

07/20/1998 - 01/15/1999

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/22/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/18/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Beth Bagley.
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