Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Preston Garretson is a registered investment advisor representative with IP Financial Advisory Services LLC. Logan is a registered investment advisor representative in California and is a specialist in a variety of investment areas. Logan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Logan is committed to providing personalized investment advice to help clients reach their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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CA
12/05/2024 - Present
IP Financial Advisory Services LLC (Moorpark CA)
Active
Inactive
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