Logan Shanks, financial advisor East Lansing MI
93 score

Logan Shanks

CRD Number: 6334064
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Logan Shanks (CRD# 6334064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Lansing, MI and has 1 year of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a. East Lansing, MI Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith, Incorporated East Lansing, MI Nov 2014 - Current 2
Principal Life Insurance Company Lansing, MI May 2014 - Current 2
Princor Financial Services Corporation Lansing, MI May 2014 - Current 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2014
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Logan Shanks
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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