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Beacon Pointe Advisors, LLC | CFP ®,CFA ® (Certifications)

location

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

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

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

Nashville, TN

experience

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

SEI Investments Management Corp.

location

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

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COLUMBUS, OH

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

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

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

BOCA RATON, FL

experience

11 Years Experience

disclosure

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

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Weik Capital Management

location

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

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

World Investment Advisors, LLC

location

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Tailwind Advisors | CFA ® (Certifications)

location

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

Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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