Logan Maier, financial advisor Bay City MI

Logan Maier

CRD Number: 7079631
Current Firm: Lpl Financial LLC

Logan Maier (CRD# 7079631) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Bay City, MI Jan 2024 - Current < 1
Maier & Associates Financial Group, Inc. Bay City, MI Feb 2019 - Current 5
Raymond James Financial Services, Inc. Bay City, MI Aug 2019 - Jan 2024 4
Raymond James Financial Services Advisors, Inc. Bay City, MI Aug 2019 - Jan 2024 4
Raymond James Financial Services, Inc. Bay City, MI Feb 2019 - Aug 2019 < 1
Covenant Healthcare Saginaw, MI Sep 2018 - Feb 2019 < 1
Unemployed Bay City, MI May 2018 - Sep 2018 < 1
Alma College Alma, MI Sep 2014 - May 2018 3
Dow Bay Area Family Ymca Bay City, MI May 2016 - Aug 2017 1
Uss Edson Naval Ship Museum Bay City, MI May 2015 - Sep 2015 < 1
John Glenn High School Bay City, MI Sep 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Logan M. Maier
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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