Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Lowrey is a financial advisor with over 13 years of experience. Logan holds both Series 66 and Series 7 licenses. Logan is currently registered with Kingswood Wealth Advisors, LLC. Logan has been with this firm for approximately 1 year and 4 months. Logan has specialized in providing financial advice to individuals, corporations and charitable organizations. Logan previously worked at Benchmark Investments, LLC, American Global Wealth Management, Inc., Cape Securities Inc., G.F. Investment Services, LLC, PNC Investments and Edward Jones. Logan has experience working in the financial services industry since 2010.
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.
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.
Hourly consulting
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.
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GA
06/30/2023 - Present
Kingswood Wealth Advisors, LLC (Stockbridge GA)
NY
04/28/2021 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
GA
02/15/2017 - 04/28/2021
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (McDonough GA)
GA
05/26/2015 - 04/28/2021
CAPE SECURITIES INC. (MCDONOUGH GA)
GA
05/02/2019 - 02/14/2020
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
GA
11/14/2012 - 11/21/2014
PNC INVESTMENTS (PALMETTO GA)
GA
03/26/2010 - 10/08/2012
EDWARD JONES (MCDONOUGH GA)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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