linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Edward Logan

TCI Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Edward Logan

Thomas Logan is a financial advisor at TCI Wealth Advisors, Inc. He specializes in financial planning, portfolio management, and pension consulting. Thomas has over 10 years of experience in the financial services industry. His previous roles include serving as a financial advisor at Vanguard Marketing Corporation, and experience in hospitality management at Fairmont Scottsdale Princess, Fairmont Chateau Whistler and Fairmont Orchid.

Firm Information

Thomas Logan is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Logan’s Registration & Firm History

AZ

08/30/2022 - Present

TCI Wealth Advisors, Inc. (TUCSON AZ)

AZ

03/24/2021 - 03/22/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

Not sure if Thomas Edward Logan is right for you?

Licenses & Designations

IA

Issued 08/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Logan.
Not sure if Thomas Edward Logan is right for you?