Logical Investments, LLC
Logical Investments, LLC (CRD# 155428) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $30,000,000 in 150 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Jeffry Cobb (CRD# 4433786) is an Investment Advisor Representative working at Logical Investments, LLC in Baton Rouge, LA and has over 15 years of experience in the finance industry. Jeffry Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Edmund Lesage (CRD# 2365506) is an Investment Advisor Representative working at Logical Investments, LLC in Houston, TX and has over 18 years of experience in the finance industry.