Years of Experience
5-20+ Years
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Logan Lee Bolick is an investment advisor representative at Beacon Pointe Advisors, LLC. Logan is registered in North Carolina and has been in the industry since January 2013. Logan holds the Series 65 license and has earned the Certified Financial Planner and Chartered Financial Analyst designations. Logan specializes in providing financial planning, consulting services, portfolio management, and education seminars. Logan's experience in the financial services industry and commitment to client service make him a valuable resource for individuals and families looking to manage their wealth.
SPECIALIZATIONS
ATLANTA, GA
0 Disclosures
ADVISOR BIO
Logan Henderson is an investment advisor representative with Gridline, located in Atlanta, GA. Logan has been in the industry since 2011 and has a Series 7, 63, 79, and 65. Logan's previous experience includes working with SunTrust Robinson Humphrey, Inc., Salesfusion, SugarCRM, Techstars, and Gridline Holdings, LLC. Logan is registered with the state of Georgia and specializes in portfolio management for pooled investment vehicles.
SPECIALIZATIONS
Nashville, TN
11 Years Experience
0 Disclosures
ADVISOR BIO
Logan A. Marshall is a financial advisor with Alliancebernstein LP in Nashville, TN. Logan has been working in the financial industry since December 2013. Logan holds a Series 7, Series 9, Series 10, Series 66, and SIE licenses. Logan is registered in Tennessee and other states including Illinois, Indiana, Iowa, Kansas, Maine, Missouri, Nebraska, South Dakota.
SPECIALIZATIONS
OAKS, PA
0 Disclosures
ADVISOR BIO
Logan William Schwartz is an Investment Advisor Representative associated with SEI Investments Management Corp. Logan William Schwartz's career in the financial industry began in June 2022. Logan William Schwartz's specializations include investment advisory services for individuals, investment companies, pooled investment vehicles, and businesses. Logan William Schwartz is registered in Pennsylvania.
SPECIALIZATIONS
COLUMBUS, OH
5 Years Experience
0 Disclosures
ADVISOR BIO
Logan Edward Richter is a financial professional with Stifel, Nicolaus & Company, Inc. based in Columbus, OH. Logan has been in the financial industry since August 15, 2019. Logan's primary area of focus is on providing comprehensive financial planning and portfolio management services for a wide range of clients, including individuals, families, and businesses. Logan is also a registered Municipal Advisor Representative, and specializes in providing investment advice and strategies related to municipal securities.
SPECIALIZATIONS
PLANO, TX
0 Disclosures
ADVISOR BIO
Logan Mahurt is an investment advisor representative at Fisher Investments in Plano, Texas. Logan is registered with the state of Texas and has been in the industry for over 4 years. Logan has experience providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Logan is also a Registered Investment Advisor (RIA). Logan has a Series 65 license, and is licensed to provide advisory services in Texas.
SPECIALIZATIONS
BOCA RATON, FL
11 Years Experience
1 Disclosures
ADVISOR BIO
Logan Shalmi is a registered representative with Oppenheimer & Co. Inc. Logan has been in the industry since August 18, 2013. Logan holds a Series 66, Series 7, and the Securities Industry Essentials Examination. Logan has over 40 active state registrations. In addition to being an investment advisor, Logan is also a real estate owner with GRUPO DE PACIFICO LLC. Logan specializes in a variety of services including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning and pension consulting.
SPECIALIZATIONS
WYOMISSING, PA
0 Disclosures
ADVISOR BIO
Logan Boyer is an investment advisor representative associated with Weik Capital Management in Wyomissing, Pennsylvania. Logan has been in the financial services industry since 2014. Logan is registered as an Investment Advisor Representative in Pennsylvania. Logan is also licensed as an Investment Advisor Representative in Pennsylvania. Logan holds the Series 65 license.
SPECIALIZATIONS
Rogers, AR
0 Disclosures
ADVISOR BIO
Logan Darby is an Investment Advisor Representative associated with World Investment Advisors, LLC, in Rogers, AR. Logan has been in the industry since February 2023. Logan has a Series 65 license and is registered with the state of Arkansas. Logan's firm provides advisory services for a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Logan's firm offers financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, and pooled investment vehicles.
SPECIALIZATIONS
FORT WORTH, TX
0 Disclosures
ADVISOR BIO
Logan Tucker is a financial advisor with Tailwind Advisors based in Fort Worth, TX. Logan holds the designation of Chartered Financial Analyst. Logan has been in the industry since 2020 and provides financial advice to high-net-worth individuals, pooled investment vehicles, and other investors. Logan's areas of expertise include investment management, portfolio management, and selection of other advisors.
SPECIALIZATIONS