Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Steven Gilland is a Registered Investment Advisor with Joule Financial, LLC. Logan has been in the financial industry for over 5 years. Logan obtained his Series 65 license in March 2021. Logan's experience includes working at GE Aviation, Anytime Fitness, and the University of Kentucky. Logan is registered with the states of Kentucky and Texas. Logan's firm, Joule Financial, LLC, provides financial planning, pension consulting, and portfolio management services for individuals and businesses. Joule Financial, LLC, specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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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KY
06/14/2022 - Present
Joule Financial, LLC (LEXINGTON KY)
IA
Issued 03/05/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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