Robert Logan is a registered investment advisor, based in Plymouth Meeting, PA, with 31 years of industry experience.
Location
4066 Butler Pike, Plymouth Meeting, PA, 19462
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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
Robert is the President of Logan Financial Services Corp., a tax preparation and accounting firm, dedicating about half of his time to it, and about 10-20% of his time to reviewing and preparing tax returns. He also sells life, health, disability, LTC, and annuities through Bire Financial Services.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Main Line Financial Advisors, LLC.
Fsc Securities CorporationBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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.