Logan Smith, financial advisor Greenwood Village CO
90 score

Logan Smith

CRD Number: 6219424
Current Firm: Wells Fargo Clearing Services, LLC

Logan Smith (CRD# 6219424) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Denver, CO Jun 2017 - Current < 1
Unemployed Denver, CO Jan 2017 - Jun 2017 < 1
Charles Schwab Bank Lone Tree, CO Dec 2014 - Jan 2017 2
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2013 - Dec 2014 1
Xylem Design Fort Collins, CO Sep 2008 - Jun 2013 4
Colorado State University Fort Collins, CO Aug 2007 - May 2013 5
Colorado State University Fort Collins, CO Aug 2009 - Aug 2010 1
Colorado State University Fort Collins, CO Jan 2009 - Aug 2009 < 1
Rams Village Apts Fort Collins, CO May 2008 - Aug 2008 < 1
Unemployed Lamar, CO Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Logan T. Smith
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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