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Logan Matthew Newman

DFA Securities LLC

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About Logan Matthew Newman

Logan Newman is a financial advisor with DFA Securities LLC. Logan has been in the industry since 2019 and is licensed in North Carolina, Georgia and South Carolina. Logan holds the Series 7TO, SIE, and Series 63 licenses. Logan is a valuable resource for investors in the Charlotte, NC area.

Firm Information

Logan Newman is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

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.

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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Logan Newman’s Registration & Firm History

NC

02/19/2019 - Present

DFA Securities LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Logan Matthew Newman.
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