JL
CFP
JL
CFP

Joseph Logsdon

22 Years of Experience
Allen, TX
Broker

Joseph Logsdon is a CFP-designated registered investment advisor, based in Allen, TX, with 22 years of industry experience.

Location

950 W Bethany Dr, Suite 440, Allen, TX, 75013

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLC
April 2005 - October 2021 · 16 yrs 6 mos
LPL Financial LLCBroker
April 2005 - October 2021 · 16 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2003 - February 2005 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - February 2005 · 1 yr 5 mos
State Registrations23 states
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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.
Joseph Logsdon - Financial Advisor | TrueAdvisor