Unclaimed
Logan McKinley Gates is a registered representative at Equitable Advisors, LLC, based in the Bellevue, WA office. Logan has been in the industry since August 2024 and holds a Series 66 license. Logan has a background in various roles, including work at McKay's Taphouse, Western Washington University, and Papa Murphy's Pizza. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
10/22/2024 - Present
Equitable Advisors, LLC (BELLEVUE WA)
Active
Inactive
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