Joshua Loggins, financial advisor Lafayette IN
98 score

Joshua Loggins

CRD Number: 5274836
Current Firm: Prudential Financial Planning Services
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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Company Name Location Dates Years
Pruco Securities LLC Lafayette, IN Jan 2007 - Current 9
Boston Red Sox Boston, MA Nov 2006 - Jun 2015 8
Purdue University West Lafayette, IN Aug 1995 - Dec 2006 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Nov 2007
S65 NASAA Investment Advisors Law Examination May 2012
S7 General Securities Representative Examination (GS) Oct 2014
Contact Info for Joshua M. Loggins
Phone Number: (765) 447-2992
Registered State(s):
  • AR
  • IN
  • MD
  • FL
  • TN
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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