Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Bailey is a financial advisor with LPL Financial LLC and has been in the financial services industry since May 8, 2016. Logan is registered as a registered representative in 17 states and an investment advisor representative in 2 states. Logan has passed the Series 7, Series 66, and SIE exams. Logan is also an Investment Advisor Representative, representing LPL Financial LLC. Logan is located in Oklahoma City, OK and is affiliated with the firm's office in Oklahoma City.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OK
01/18/2023 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
12/12/2016 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (EL RENO OK)
AZ
07/15/2015 - 02/16/2016
EDWARD JONES (TEMPE AZ)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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