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Trevor Winn Bigham

CFP®
CRD# 7165146·Registered 2021 - 2025
Previously Registered: Being a previously registered professional could mean that Trevor 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.

Professional Summary

Trevor Winn Bigham, CFP® was a registered financial advisor. Trevor was a previously registered financial professional and started their career in finance 2021 - 2025. Trevor had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2023

Years of Experience

5 years in the financial services industry

Current & Past Employments

CAROLINA WEALTH ADVISORS·CRD# 288837
RIA
Myrtle Beach, SC
March 7, 2023 - April 8, 2025
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
RIA
Myrtle Beach, SC
March 2, 2023 - March 25, 2025
THE STRATEGIC FINANCIAL ALLIANCE, INC.·CRD# 126514
BD
Myrtle Beach, SC
March 2, 2023 - March 25, 2025
LPL FINANCIAL LLC·CRD# 6413
RIA
Murrells Inlet, SC
June 1, 2021 - December 12, 2022
LPL FINANCIAL LLC·CRD# 6413
BD
Murrells Inlet, SC
April 26, 2021 - December 12, 2022

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Current Firm

CW
CAROLINA WEALTH ADVISORS

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

CRD#: 288837 / SEC#: 801-119040
RIA
Registered Investment Advisory firm - SEC (7/29/2020 Approved)
Florida
Registered Investment Advisory firm - Florida (8/18/2020 Terminated)
New York
Registered Investment Advisory firm - New York (8/18/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/19/2020 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (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).

Contact Information

Main Address

1110 London Street Suite 204, Myrtle Beach, SC 29577

Phone Number

(843) 448-4425

# of Employees

6

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A BROCHURE (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,591

AUM (Assets Under Management)

$313,415,083

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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.

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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".
CW
CAROLINA WEALTH ADVISORS

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

CRD#: 288837 / SEC#: 801-119040
RIA
Registered Investment Advisory firm - SEC (7/29/2020 Approved)
Florida
Registered Investment Advisory firm - Florida (8/18/2020 Terminated)
New York
Registered Investment Advisory firm - New York (8/18/2020 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/19/2020 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2021About the SIE exam

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CRS (Client Relationship Summary)

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

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