Logan Steers (CRD# 7649778) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tallassee, AL and has 1 year of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1844516
Lpl Financial LLC
CRD# 3112963
Rwc Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Tallassee, AL | May 2023 - Current | < 1 |
| State Farm Vp Managment Corp | Tallassee, AL | Oct 2022 - Current | 1 |
| Logan Steers Insurance Agency | Tallassee, AL | Sep 2019 - Current | 4 |
| State Farm Insurance | Birmingham, AL | Jun 2019 - Sep 2019 | < 1 |
| Logan Deen State Farm Agency | Birmingham, AL | Aug 2017 - Jun 2019 | 1 |
| Auburn University | Auburn, AL | Aug 2013 - Aug 2017 | 4 |
| Scott Holley State Farm Agency | Auburn, AL | Dec 2016 - May 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- AL
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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