Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Taylor Smith is a financial advisor currently registered with Root Financial Partners in Castle Rock, Colorado. Logan has been in the industry since 2013 and holds licenses including Series 63, 66, 7, 9, 10, and SIE. Logan is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Previously Logan worked at Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
CO
07/25/2024 - Present
Root Financial Partners (Castle Rock CO)
AZ
04/08/2021 - 07/08/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Scottsdale AZ)
CO
06/05/2017 - 04/06/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
09/23/2013 - 01/23/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 12/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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