Michael Logan, financial advisor Exton PA
93 score

Michael Logan

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Warren Financial Service Exton, PA Mar 2008 - Current 8
Credence Mortgage, Inc. Paoli, PA Feb 2006 - Mar 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Michael T. Logan
Phone Number: 610-363-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $497,606
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Types of Clients
Registered States

DE, FL, GA, IL, PA, SC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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