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W Logan

38 Years of Experience
Nashville, TN
3 DisclosuresBroker

W Logan is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 38 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

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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History

Regulatory History (3)
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
May 2010
Award / Judgment
Customer Dispute
December 2008
Settled
Customer Dispute
June 2004
Closed-No Action
Other Business Activities

W is a director/officer/member of the Rally Foundation, a group raising money for children's cancer research. W is also the trustee for the W. W. McCrary, IV ILIT Trust and a partner in Wild Bill's, a real estate limited partnership, though he spends minimal time on these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2004 - February 2013 · 9 yrs 1 mo
Morgan Keegan & Company, INC.Broker
November 1987 - February 2013 · 25 yrs 3 mos
State Registrations25 states
ALARAZCACOFLGAIDILKYMAMDMIMONCNMNVNYORSCTNTXVAWAWV
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.
W Logan - Financial Advisor | TrueAdvisor