Unclaimed
Logan Bullard is a financial advisor with Fifth Third Securities, Inc., with over 15 years of experience in the industry. Logan has been registered with the firm since 2020. Prior to joining Fifth Third Securities, Inc., Logan was employed by Raymond James & Associates, Inc., LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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.
Sponsor wrap fee program
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.
1
2
MI
09/01/2020 - Present
Fifth Third Securities, Inc. (PORTAGE MI)
MI
02/21/2018 - 03/06/2019
RAYMOND JAMES & ASSOCIATES, INC. (KALAMAZOO MI)
MI
10/05/2015 - 09/18/2017
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
MI
05/23/2013 - 09/30/2015
LPL FINANCIAL LLC (KALAMAZOO MI)
MI
10/23/2009 - 05/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTAGE MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KALAMAZOO MI)
IL
05/11/2005 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
MN
12/04/2003 - 12/15/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 1/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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