LN
LN

Logan Norris

5 Years of Experience
Fort Myers, FL
BrokerSells Insurance

Logan Norris is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 5 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

13720 Cypress Terrace Cir Ste 302, Fort Myers, FL, 33907

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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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Other Business ActivitiesSells Insurance

Logan works as an insurance agent for Retirement Advisors, Inc. and sells fixed insurance products including life, disability, fixed annuities, and long-term care, dedicating a few hours per week to each. Logan also works as a server at Stir Crazy Restaurant and assists with property management for Lexington Investments.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
State Registrations23 states
ALDCDEFLGAIAINKSMAMDMIMNMSMTNCNMNYOHPARISCTNTX
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.
Logan Norris - Financial Advisor | TrueAdvisor