Andre Logan, financial advisor Diamond Bar CA
90 score

Andre Logan

CRD Number: 5978904
Current Firm: Ameriprise Financial Services, Inc.

Andre Logan (CRD# 5978904) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Diamond Bar, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Diamond Bar CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Brandon Averill, financial advisor Diamond Bar CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Similar Advisors
Carol Somoano, financial advisor Diamond Bar CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Score
103
Company Name Location Dates Years
Ameriprise Financial Services Inc. Diamond Bar, CA Jun 2015 - Current 1
Ameriprise Financial Services, Inc. Santa Monica, CA Aug 2011 - May 2015 3
Unemployed Los Angeles, CA May 2011 - Aug 2011 < 1
Msmb Capital New York, NY Oct 2009 - Apr 2011 1
Unemployed New York, NY Feb 2009 - Oct 2009 < 1
Gerson Lehrman Group New York, NY Apr 2008 - Jan 2009 < 1
Elea Capital Management New York, NY Jul 2007 - Mar 2008 < 1
Standard & Poors New York, NY Oct 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Andre K. Logan
Phone Number: 612-671-3131
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Andre Logan and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.