Unclaimed
Logan Auch is a registered Investment Advisor Representative with Fisher Investments. Logan has been in the financial industry since 2020 and has a Series 65 license. Logan is a dedicated and experienced financial professional, providing comprehensive portfolio management services to individuals and institutions. Logan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/12/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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