Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Bullard is a financial advisor who has been in the industry since 2006. Logan is currently registered with Fifth Third Securities, Inc. Logan has been registered with this firm since 2020 and works out of the Portage, MI branch office. Prior to joining Fifth Third Securities, Inc., Logan has held positions with Raymond James & Associates, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Logan is licensed to provide financial and investment advice in several states, including Arizona, California, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, Michigan, Minnesota, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Logan has a Series 7, Series 63, Series 65, and SIE license. Logan is also a Registered Representative and Investment Advisor Representative.
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.
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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 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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