Portfolio Logic, LLC
Portfolio Logic, LLC (CRD# 172292) is a financial advisory firm headquartered in Saint Charles, IL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph McGraw (CRD# 2660766) is an Investment Advisor Representative working at Portfolio Logic, LLC in Saint Charles, IL and has over 16 years of experience in the finance industry. Joseph McGraw 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.