Robert Logan, financial advisor Plymouth Meeting PA

Robert Logan

CRD Number: 2524134
Current Firm: Spc

Robert Logan (CRD# 2524134) is an Investment Advisor Representative working at Spc in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Plymouth Meeting PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Plymouth Meeting PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Plymouth Meeting PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Sigma Planning Corporation Ann Arbor, MI Aug 2016 - Current 7
Parkland Securities LLC Ann Arbor, MI Aug 2016 - Current 7
Logan Financial Service Corp Malvern, PA Jan 2001 - Current 23
Logan Financial Services Corp Malvern, PA Jan 1987 - Current 37
Fsc Securities Corporation Malvern, PA Feb 2013 - Aug 2016 3
Main Line Financial Advisors, LLC Pottstown, PA Feb 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert B. Logan
Phone Number: 734-663-1611
Registered State(s):
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    5,964
    MILLIONS
  • Total Number of Accounts
    34,594
    ACCOUNTS
  • Average Account Value
    $172,407
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Logan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.