Logan Clark, financial advisor Palm Beach Gardens FL
83 score

Logan Clark

CRD Number: 5301351
Current Firm: Legend Advisory Corporation

Logan Clark (CRD# 5301351) is an Investment Advisor Representative working at Legend Advisory Corporation in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Jan 2012 - Current 4
Ra Lotter Insurance Marketing Newport Beach, CA Feb 2010 - Feb 2012 2
Lighthouse Capital Corporation Monterey, CA Jun 2010 - Dec 2011 1
First Financial Securities, Inc. Duluth, GA Nov 2006 - Jul 2010 3
Financial Network El Segundo, CA Oct 2008 - Jun 2010 1
Global Equity Lending Johns Creek, GA Jan 2006 - Aug 2007 1
Idearc Media (verizon) Oxnard, CA Sep 1992 - Mar 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Logan D. Clark
Phone Number: (866) 774-8671
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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