Logan Cawley (CRD# 7806880) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keeler Thomas Management LLC | Orem, UT | Mar 2024 - Current | < 1 |
| Keeler Thomas | Orem, UT | Sep 2023 - Current | < 1 |
| Osaic | Orem, UT | Sep 2023 - Current | < 1 |
| Utah Valley University | Orem, UT | Sep 2021 - Sep 2023 | 2 |
| California Renewable Energy | Bakersfield, CA | Jan 2021 - Sep 2022 | 1 |
| Utah Valley University | Orem, UT | Jul 2020 - Jan 2021 | < 1 |
| Fedex | Woods Cross, UT | Feb 2019 - Jul 2020 | 1 |
| Dominoes | Centerville, UT | Jun 2018 - Feb 2019 | < 1 |
| Salt Lake Community College | Salt Lake City, UT | Jul 2017 - Jun 2018 | < 1 |
| Full Time High School Student | Centerville, UT | Sep 2014 - Jul 2017 | 2 |
| Centerville Junior High | Centerville, UT | Jul 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- UT
-
Total Assets Under Management338MILLIONS
-
Total Number of Accounts824ACCOUNTS
-
Average Account Value$410,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AZ, CA, CO, UT
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