Invested Better
Unclaimed

Unclaimed

Unclaimed

Tony Alan Logan

Casey Securities LLC

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

About Tony Alan Logan

Tony Logan is a financial professional with over two years of experience in the financial industry. Tony is currently registered with Casey Securities LLC. Tony's previous experience includes roles at RFA Securities LLC and Vanguard Marketing Corporation. Tony holds FINRA Series 3, 7TO, and 66 licenses. Tony also holds the SIE license. Tony is a resident of Greenbrae, CA.

Firm Information

Tony Logan is currently registered with Casey Securities LLC. Casey Securities LLC is a Limited Liability Company formed in 2019. It is registered in California and has been approved for SEC registration. The firm is currently approved to operate in 1 state and has 1 approved SEC registration. The firm has reported 15 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

27

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.

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.

Find Your Ideal Financial Advisor

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.

Tony Logan’s Registration & Firm History

CA

06/13/2024 - Present

Casey Securities LLC (GREENBRAE CA)

PA

11/15/2023 - 07/01/2024

RFA SECURITIES LLC (PHILADELPHIA PA)

PA

06/08/2022 - 11/17/2023

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Tony Alan Logan is right for you?

Licenses & Designations

BOTH

Issued 07/05/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2021

Series 3 - National Commodity Futures Examination

BC

Issued 03/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Tony Alan Logan.
Not sure if Tony Alan Logan is right for you?