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Logan Scott Price

Credit Union Investment Services

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About Logan Scott Price

Logan Price is a financial advisor working in Raleigh, NC. Logan is registered with Credit Union Investment Services. Logan has a Series 6 and Series 63 securities license, as well as the SIE exam. Logan's professional experience includes working at State Employees' Credit Union, SECU Brokerage Services, Credit Union Investment Services, SECU Life Insurance Company, and Members Trust Company.

Firm Information

Logan Price is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Logan Price’s Registration & Firm History

NC

11/18/2013 - Present

Credit Union Investment Services (Raleigh NC)

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Licenses & Designations

BC

Issued 10/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Logan Scott Price.
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