ML
CFP
ML
CFP

Mary Loggins

33 Years of Experience
Chattanooga, TN
Broker

Mary Loggins is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2009 - Present · 17 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.
April 2004 - April 2009 · 5 yrs
Citigroup Global Markets INC.Broker
October 1999 - April 2009 · 9 yrs 6 mos
First Tennessee Brokerage, INC.Broker
March 1998 - July 1999 · 1 yr 4 mos
First Tennessee Brokerage, INC.Broker
July 1992 - January 1994 · 1 yr 6 mos
E. F. Hutton & Company INCBroker
November 1983 - May 1988 · 4 yrs 6 mos
State Registrations16 states
ALDCDEFLGAIDILMSNCNHNYOHSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mary Loggins - Financial Advisor | TrueAdvisor