Logan MearsCRD Number: 7178263
Current Firm: Valeo Financial Advisors, LLC
Logan Mears (CRD# 7178263) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry. Logan Mears 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.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Valeo Financial||Carmel, IN||Apr 2023 - Current||< 1|
|Cetera Investment Advisers||Schaumburg, IN||Oct 2021 - Current||1|
|Indiana University Purdue University Of Indianapolis||Indianapolis, IN||Aug 2018 - Current||4|
|Cetera Advisors LLC||Indianapolis, IN||Sep 2022 - Apr 2023||< 1|
|First Allied Securities, Inc.||San Diego, CA||Oct 2021 - Sep 2022||< 1|
|Northwestern Mutual||Indianapolis, IN||May 2020 - May 2021||1|
|Indiana University Purdue University Of Indianapolis||Indianapolis, IN||Sep 2019 - May 2020||< 1|
|Somerset Cpas And Advisors||Castleton, IN||Jan 2020 - Apr 2020||< 1|
|Margaret Mary Health||Batesville, IN||May 2019 - Aug 2019||< 1|
|Prestige Technical Services||West Chester, OH||May 2018 - Aug 2018||< 1|
|Batesville Community School Corporation||Batesville, IN||Aug 2011 - May 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management7,104MILLIONS
Total Number of Accounts15,757ACCOUNTS
Average Account Value$450,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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