Logan Bullard (CRD# 4701651) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, MI and has over 20 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Portage, MI | Aug 2020 - Current | 3 |
| Fifth Third Bank | Kalamazoo, MI | Feb 2019 - Current | 5 |
| Raymond James & Associates Inc. | Kalamazoo, MI | Feb 2018 - Feb 2019 | 1 |
| Unemployed | Kalamazoo, MI | Sep 2017 - Feb 2018 | < 1 |
| Fifth Third Securities | Niles, MI | Sep 2015 - Sep 2017 | 2 |
| Lpl Financial LLC | Kalamazoo, MI | May 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- MI
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
-
Average Account Value$198,861
- A percentage of assets under your management
- 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)
- Other
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, VT, WA, WI, WV, WY
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