Strategic Wealth Advisory Group, LLC Employee Directory

Financial ServicesSouth Carolina, United States0-1 Employees

Strategic Wealth Advisory Group, LLC is an independent financial services firm servicing the Charleston, Columbia and Atlanta areas. We specialize in wealth management, asset preservation, tax strategies and wealth transfer-distribution. Our team of professionals focuses on meeting the needs of our clients while helping to find financial solutions during challenging economic times. We are proud of our commitment to put our clients’ dreams and values first in everything we do. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Strategic Wealth Advisory Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Strategic Wealth Advisory Group or these representatives.

Find Strategic Wealth Advisory Group, LLC employees' phone numbers or email addresses

Strategic Wealth Advisory Group, LLC Global Highlights

North America
3

United States Of America
3

Strategic Wealth Advisory Group, LLC's Leadership

K. B.
Managing Director
Mobile Phone
Email
B. B.
Principal
Mobile Phone
Email
G. A.
Financial Representative
Mobile Phone
Email

Strategic Wealth Advisory Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
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Contact profiles from Strategic Wealth Advisory Group, LLC

Name

Title

Contact Info

Location

Last Update

K. B.
Managing Director
Mobile Phone
Email
United StatesFlorida
Apr 25, 2025
B. B.
Principal
Mobile Phone
Email
United StatesSouth Carolina
Oct 22, 2024
G. A.
Financial Representative
Mobile Phone
Email
United StatesSouth Carolina
Oct 21, 2024

Frequently Asked Questions

What is Strategic Wealth Advisory Group, LLC known for?

Strategic Wealth Advisory Group, LLC operates in the Financial Services industry. The company's main headquarters is located in 1201 Main Street Suite 1100 Columbia, South Carolina 29201 United States; you can contact the main corporate office by phone at

+1-800-874-****

. Explore Strategic Wealth Advisory Group, LLC's company overview page for more information.

What is Strategic Wealth Advisory Group, LLC's most common email format?

Strategic Wealth Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Advisory Group, LLC email formats with LeadIQ.

How many employees does Strategic Wealth Advisory Group, LLC have currently?

Strategic Wealth Advisory Group, LLC has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Strategic Wealth Advisory Group, LLC's key employees and leadership?

As of February 2026, Strategic Wealth Advisory Group, LLC's key employees include:

Managing Director: K. B.
Principal: B. B.
Financial Representative: G. A.

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