Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Richard Harris is an investment advisor representative with Verity Asset Management. Logan holds Series 65 and SIE licenses. Logan is registered to provide investment advisory services in Florida, North Carolina and Texas.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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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NC
05/03/2024 - Present
Verity Asset Management (DURHAM NC)
IA
Issued 03/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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