Logan Whitlock
Logan Whitlock is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 11 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
528 College Road, Greensboro, NC, 27410
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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
Logan works as a financial advisor for Whitlock Wealth Care and Wisdom Wealth Care, taking about a quarter of his time and nearly full-time, respectively. He also owns rental property, sells indexed annuities, and works as an insurance agent for Avantax, dedicating minimal time and a few hours per week to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations14 states
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