Kevin Logan

35 Years of Experience

Roseville, CA

1 DisclosureBroker

Kevin Logan is a registered investment advisor at The Logan Group Securities, based in Roseville, CA, with 35 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities.

The Logan Group Securities

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

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

2151 Professional Drive, Suite 260, Roseville, CA, 95661

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History

Regulatory History (1)

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Regulatory

May 2022

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Kevin is associated with The Logan Group, a broker-dealer and investment adviser. The filing does not specify the nature or time commitment of this activity.

Employment History

Current Registrations

The Logan Group Securities

December 2023 - Present · 2 yrs 5 mos

The Logan Group SecuritiesBroker

April 1996 - Present · 30 yrs 1 mo

Previous Registrations

Emmett a Larkin Company, INC.Broker

September 1998 - December 1999 · 1 yr 3 mos

Pension Planners Securities, INC.Broker

May 1990 - May 1996 · 6 yrs

State Registrations1 state

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.

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