Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Dickey is a financial advisor at Intellivest Wealth Management. Logan is registered with the state of South Carolina, North Carolina and Georgia. Logan has been in the financial industry since 2018 and previously worked at Edward Jones and Thornburg Securities Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
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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SC
05/26/2020 - Present
Intellivest Wealth Management (BOILING SPRINGS SC)
NM
01/30/2019 - 02/19/2020
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NC
02/22/2018 - 01/10/2019
EDWARD JONES (CARY NC)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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