Shawn Logan, financial advisor Palm Beach Gardens FL

Shawn Logan

CRD Number: 1239394
Current Firm: Gwn Securities Inc.

Shawn Logan (CRD# 1239394) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Othello Othello, WA Jan 2014 - Current 10
Gwn Securities Inc. Palm Beach Gardens, FL Oct 2013 - Current 10
Shawn R. Logan Insurance Othello, WA Jun 1983 - Aug 2020 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Shawn R. Logan
Phone Number: 561-472-2700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
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
  • Selection of other advisers (including private fund managers)
  • Market timing 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, VI, VT, WA, WI, WV, WY

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