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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Logan is an investment advisor representative with Avantax Advisory Services. Adam is registered with the state of Pennsylvania and is actively working in the financial industry. Adam has been in the industry since 2021 and has worked with various financial institutions including Comcast, First Energy Nuclear Operating Company, Penn Mutual Life Insurance Company, Strategic Insurance Concepts, Honor Townsend and Kent LLC, Avantax Advisory Services, Avantax Insurance Agency LLC, Avantax Investment Services, Inc., Kratsas Wealth Management, and Mercandante & Company, P.C.. Adam holds Series 63 and 65 licenses as well as Series 6TO and SIE licenses. Adam also provides tax and accounting services as well as investment guidance and products to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/19/2024 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 02/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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