Whitney Logan
Whitney Logan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, 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
Firm Size
IM Fee
Assets Under Management
Location
3100 Tremont Road, Suite 210, Columbus, OH, 43221
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Whitney is involved in several outside business activities, including being an officer of Kiawah Island Properties, LLC and president of Logan and Reed Wealth Partners. Whitney also sells and services non-variable insurance through Logan Financial Group, LLC, dedicating about 10-20% of their time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
New England SecuritiesBroker
New England SecuritiesBroker
Penn Mutual Equity Services, INC.Broker
State Registrations35 states
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