Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Sanders is a registered Investment Advisor Representative. Logan is affiliated with Forum Financial Management, LP. Logan has been in the industry since 2016. Logan is licensed in California and Texas. Logan has experience working with High Net Worth Individuals, Charitable Organizations, Pension and Profit-Sharing Plans, Corporations or Other Businesses, and Individuals other than High Net Worth. The advisor's firm, Forum Financial Management, LP, provides a variety of services including Portfolio Management for Businesses, Portfolio Management for Individuals, Financial Planning, and Pension Consulting.
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.
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.
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CA
04/05/2024 - Present
Forum Financial Management, LP (Thousand Oaks CA)
Active
Inactive
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