Logan WhitlockCRD Number: 6341204
Current Firm: 1st Global Advisors Inc.
Logan Whitlock (CRD# 6341204) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Greensboro, NC and has over 3 years of experience in the finance industry.
Spartan Planning & Wealth Management
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|1st Global Capital Corp||Greensboro, NC||Jul 2014 - Current||3|
|1st Global Advisors, Inc.||Greensboro, NC||Jul 2014 - Current||3|
|Law Office Of Cheryl K. David||Charlotte, NC||May 2014 - Current||3|
|Army National Guard||Anderson, SC||May 2014 - Current||3|
|Furman University||Greenville, SC||Aug 2010 - May 2014||3|
|Charlotte Mecklenburg Schools||Charlotte, NC||Aug 1997 - Jun 2010||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV