LS
LS
Logan Saufley
10 Years of Experience
Richmond, VA
2 DisclosuresBroker
Logan Saufley is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5820 Patterson Ave., Suite 100, Richmond, VA, 23226
Get directionsHistory
Regulatory History (2)
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Financial
September 2024Pending
Financial
July 2024Final
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 4 mos
Previous Registrations
Capitol Securities Management, INC.
November 2022 - April 2024 · 1 yr 5 mos
Capitol Securities Management, INC.Broker
November 2022 - April 2024 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
October 2016 - November 2022 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2015 - November 2022 · 7 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.