Logan Financial Planning LLC
Logan Financial Planning LLC (CRD# 167684) is a financial advisory firm headquartered in , . They manage $35,000,000 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Logan Financial Planning LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$625,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL
Financial Advisors at Logan Financial Planning LLC
1
Aileen Logan (CRD# 864302) is an Investment Advisor Representative working at Logan Financial Planning LLC in Saint Petersburg, FL and has over 44 years of experience in the finance industry.
2
Sam Logan (CRD# 2491919) is an Investment Advisor Representative working at Logan Financial Planning LLC in Saint Petersburg, FL and has over 29 years of experience in the finance industry.
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