Donald Logan, financial advisor Silverdale WA
46 score

Donald Logan

CRD Number: 5537486
Current Firm: Waddell & Reed

Donald Logan (CRD# 5537486) is an Investment Advisor Representative working at Waddell & Reed in Silverdale, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Silverdale, WA Oct 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Bremerton, WA Oct 2015 - Current 1
Unemployed Bremerton, WA Jul 2015 - Oct 2015 < 1
Edward Jones Silverdale, WA Jun 2008 - Jul 2015 7
Silhouette Asp Inc. Bremerton, WA Dec 2003 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
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:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald Logan
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • MN
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
46

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