Michael LoganCRD Number: 5500490
Current Firm: Warren Financial Service
Michael Logan (CRD# 5500490) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 14 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Warren Financial Service||Exton, PA||Mar 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management366MILLIONS
Total Number of Accounts363ACCOUNTS
Average Account Value$1,007,111
- A percentage of assets under your management
- Performance-based fees
- 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
CA, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA
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