Unclaimed
Logan Haydel is a registered Investment Advisor Representative in Utah and is currently employed by Private Advisor Group, LLC. Logan provides investment advice through their firm, Rockwell Advisors. Logan holds the Series 65 license and is also registered in Colorado and Texas. Logan specializes in a variety of areas, including retirement planning, college savings, and estate planning. They offer various advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Logan is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Solicitation/referral
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/referral fees
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UT
12/19/2024 - Present
Private Advisor Group, LLC (Kaysville UT)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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