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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Richter Holbrook is a registered Investment Advisor Representative with Soltis Investment Advisors, LLC. Logan has been in the financial industry since 2013 and holds the Series 65 license. Logan specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Logan has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, and individuals other than high-net-worth. Logan is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
09/21/2023 - Present
Soltis Investment Advisors, LLC (Salt Lake City UT)
IA
Issued 09/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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