Logan Simoni (CRD# 7504302) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Eureka, CA and has 1 year of experience in the finance industry.
CRD# 5722601
Stifel, Nicolaus & Company, Incorporated
CRD# 3059193
Lpl Financial LLC
CRD# 5386765
Redwood Coast Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Prospera Financial Services Inc. | Dallas, TX | Jan 2023 - Current | 1 |
Unemployed | Eureka, CA | Aug 2022 - Jan 2023 | < 1 |
Cal Poly Humboldt | Arcata, CA | Aug 2021 - Jun 2022 | < 1 |
College Of Redwoods | Eureka, CA | Aug 2019 - Jun 2021 | 1 |
Saint Bernards Academy | Eureka, CA | Aug 2013 - Jun 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
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Total Assets Under Management7,913MILLIONS
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Total Number of Accounts20,915ACCOUNTS
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Average Account Value$378,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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