GL
PFS
GL
PFS

Glenn Logan

22 Years of Experience
Belmont, MA
Sells Insurance

Glenn Logan is a PFS-designated registered investment advisor at Slb Advisors, LLC, based in Belmont, MA, with 22 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

69 Trapelo Road, Belmont, MA, 02478-4448

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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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Other Business ActivitiesSells Insurance

Glenn serves as a trustee for multiple trusts and is a permanent audit committee member for the Town of Belmont, dedicating minimal time to each. He also works as an insurance agent, offering life insurance, disability, long-term care, and fixed annuities, but reports spending no time on this currently.

Employment History
Current Registrations
Slb Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Briggs Advisory Group, INC.
March 2018 - October 2022 · 4 yrs 7 mos
1st Global Advisors INC
January 2003 - June 2018 · 15 yrs 5 mos
1st Global Capital CORP.Broker
December 2002 - June 2018 · 15 yrs 6 mos
State Registrations1 state
MA
Advisor

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.
Glenn Logan - Financial Advisor | TrueAdvisor