Emily Logan is a CFP-designated registered investment advisor, based in Burbank, CA, with 15 years of industry experience.
Location
2520 West Olive Avenue, Suite 300, Burbank, CA, 91505
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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
Emily is a financial planning manager at California Capital Management and a successor trustee for the Doro Family Trust. She also owns rental real estate, is involved with Cottages on Liberty Green Inc HOA, and sells non-variable insurance products through PKS, dedicating minimal time to the latter.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
California Capital Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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