Michael Logan is a registered investment advisor, based in Exton, PA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
835 Springdale Drive, Suite 204, Exton, PA, 19341
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Regulatory History (1)
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Employment Separation After Allegations
November 2022Other Business Activities
Michael assists clients with tax preparation by inputting income and deduction data into tax software. This activity requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Warren Financial Service
June 2008 - December 2022 · 14 yrs 6 mos
State Registrations13 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.
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