Joshua Loggins, financial advisor West Lafayette IN

Joshua Loggins

CRD Number: 5274836
Current Firm: Banker Investment Group
Compensation Model: Both
Joshua Loggins (CRD# 5274836) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, IN and has over 8 years of experience in the finance industry.
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Banker Investment Group
Company Name Location Dates Years
Banker Investment Group Inc. West Lafayette, IN Nov 2016 - Current 7
Pruco Securities LLC Lafayette, IN Jan 2007 - Nov 2016 9
The Prudential Insurance Company Of America Lafayette, IN Jan 2007 - Nov 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Joshua M. Loggins
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $236,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN

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