This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-05-2017
- Office Locations
- 2
Office Locations
About Strategic Advisory Services
Strategic Advisory Services (Strategic Wealth Management) is a 10-advisor Memphis, TN wealth management team providing financial planning and portfolio management, including retirement, estate planning, and insurance solutions. Partnered with LPL Financial as broker/dealer and custodian, it supports both transactional and fiduciary fee-based relationships with access to a broad investment lineup, backed by 300+ years of combined experience across market cycles.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MCGEE WALKER JR
Chief Compliance Officer, Managing Member, President
- CRD
- #1108895
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL LAWRENCE AGEE
--
- CRD
- #3177764
THOMAS LEE CHRISTENBURY
Financial Advisor
- CRD
- #1100461
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,174,393 | $433,566 |
| Non-Discretionary | $0 | -- |
| Total | $201,174,393 | $433,566 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing