Strategic Wealth Investments, LLC

Strategic Wealth Investments, LLC (CRD# 299392) is a financial advisory firm headquartered in Knoxville, TN. They manage $7,114,673 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
338 Ebenzer Road, Knoxville, TN 37923
http://strategicwealthplans.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $88,933
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Strategic Wealth Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Carmichael, financial advisor Knoxville TN
Patrick W. Carmichael
CRD#: 6190928
338 Ebenzer Road, Knoxville, TN 37923

Patrick Carmichael (CRD# 6190928) is an Investment Advisor Representative working at Strategic Wealth Investments, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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