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
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Logan Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aileen T. Logan
CRD#: 864302
285 Park St S, Saint Petersburg, FL 33707

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 J. Logan
CRD#: 2491919
Saint Petersburg, FL

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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