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Thomas Logan

40 Years of Experience
Atlanta, GA
1 DisclosureBroker

Thomas Logan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Atlanta, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Settled
Other Business Activities

Thomas is a partner in ALVA124, owning a second home, but spends minimal time on it. He is also the CEO of TRL Financial Services, LLC, a shell company for his Raymond James affiliation, dedicating about half his time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2009 - Present · 16 yrs 7 mos
Raymond James Financial Services, INC.
September 2009 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - October 2009 · 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
December 1990 - January 2002 · 11 yrs 1 mo
Signet Investment CorporationBroker
December 1990 - March 1991 · 3 mos
Bt Securities CorporationBroker
September 1987 - July 1989 · 1 yr 10 mos
Shearson Lehman Government Securities, INC.Broker
July 1987 - September 1987 · 2 mos
Shearson Lehman Brothers INC.Broker
October 1984 - September 1987 · 2 yrs 11 mos
State Registrations8 states
FLGAIAMANCSCTNWV
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.
Thomas Logan - Financial Advisor | TrueAdvisor