linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Logan Bruce Haga

Vanguard Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Logan? Claim Your Profile

About Logan Bruce Haga

Logan Haga is a registered representative at Vanguard Advisers, Inc. in Charlotte, North Carolina. Logan has been in the financial services industry for over 2 years and is a registered investment advisor representative in North Carolina and Texas. Logan has Series 63, 66, and 7 licenses and has completed the Securities Industry Essentials Examination. Logan previously worked at J.P. Morgan Securities LLC in Morgantown, West Virginia. Logan is a dedicated professional who is committed to providing clients with personalized financial advice.

Firm Information

Logan Haga is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Logan Haga’s Registration & Firm History

NC

05/17/2022 - Present

Vanguard Advisers, Inc. (CHARLOTTE NC)

WV

12/21/2020 - 03/19/2022

J.P. MORGAN SECURITIES LLC (Morgantown WV)

Not sure if Logan Bruce Haga is right for you?

Licenses & Designations

BOTH

Issued 05/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Logan Bruce Haga.
Not sure if Logan Bruce Haga is right for you?