Laurie Beth Bagley
Investment adviser representative at Strategic Wealth Advisors, LLC
27 yearsExperience
1 stateRegistered in
CFADesignation
$325.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Strategic Wealth Advisors, LLCJan 1999 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategic Wealth Advisors, LLC
$325.2MAssets managed
111Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2555369
- Firm CRD
- 114167