Trevor W. Bigham

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CRD#: 7165146

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Trevor Winn Bigham, CFP® was a registered financial professional .

Trevor is a previously registered financial professional and started their career in finance in 2021. Trevor had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Bigham Properties Position: Owner/Sole Proprietor Nature: Rental Properties Property Holding Investment Related: Yes Hours: 5/month, Securities Trading Hours: 0 Start Date: 09/01/2021 Address: 623 Cottage Oaks Circle, Myrtle Beach, SC 29579, United States Description: My wife owns a business and Bigham Properties holds the properties in an LLC. My duties include collecting lease payments, paying loan, and occasional fixing things in building. I have a management company that runs Residential Property. Name: Cottage Oaks Properties, LLC Position: Owner/Sole Proprietor Nature: Real Estate Holding Company Investment Related: Yes Hours: 1 Securities Trading Hours: 4 Start Date: 04/10/2024 Address: 615 Heritage Downs Drive, Conway SC 29526, United States Description: I make decisions with the rental management company on any maintenance that needs to be done with the property. It also includes deciding on whether or not to renew a lease with a tenant.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Past

March 7, 2023 - April 8, 2025

CAROLINA WEALTH ADVISORS

RIA

CRD#: 288837

MYRTLE BEACH, SC

Past

March 2, 2023 - March 25, 2025

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

MYRTLE BEACH, SC

Past

March 2, 2023 - March 25, 2025

THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD#: 126514

MYRTLE BEACH, SC

Past

June 1, 2021 - December 12, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

MURRELLS INLET, SC

Past

April 26, 2021 - December 12, 2022

LPL FINANCIAL LLC

CRD#: 6413

MURRELLS INLET, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAROLINA WEALTH ADVISORS

2CG, LLC | CAROLINA WEALTH ADVISORS, LLC | CAROLINA WEALTH ADVISORS

CRD#: 288837 / SEC#: 801-119040

RIA

Registered Investment Advisory firm - (7/29/2020 Approved)

Florida

Registered Investment Advisory firm - (8/18/2020 Terminated)

New York

Registered Investment Advisory firm - (8/18/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (8/19/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/18/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/26/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/13/2021

Securities Industry Essentials Examination

Current Firm

CAROLINA WEALTH ADVISORS

2CG, LLC | CAROLINA WEALTH ADVISORS, LLC | CAROLINA WEALTH ADVISORS

CRD#: 288837 / SEC#: 801-119040

RIA

Registered Investment Advisory firm - (7/29/2020 Approved)

Florida

Registered Investment Advisory firm - (8/18/2020 Terminated)

New York

Registered Investment Advisory firm - (8/18/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (8/19/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/18/2020 Terminated)

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Contact information

Main Address

1110 London Street Suite 204, Myrtle Beach, SC 29577

Mailing Address

Phone number

(843) 448-4425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,382
AUM (Assets Under Management)	$ 297,697,028

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Trevor W. Bigham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAROLINA WEALTH ADVISORS

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CAROLINA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2021

Series 7TO

Date: 4/26/2021

SIE

Date: 2/13/2021

Current Firm

CAROLINA WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAROLINA WEALTH ADVISORS

TRUST BUT VERIFY

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