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Logan M Bullard

Fifth Third Securities, Inc.

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About Logan M Bullard

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.

Firm Information

Logan Bullard is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

6488 SOUTH WESTNEDGE

PORTAGE, MI 49002

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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.

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percentage of assets

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

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Logan Bullard’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Logan M Bullard.
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