LR
LR

Logan Reed

8 Years of Experience
Vienna, VA
Broker

Logan Reed is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 8 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
Loading...

Location

1919 Gallows Road Ste 600, Vienna, VA, 22182

Get directions

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.

Learn about disclosures →
Other Business Activities

Logan is an associate planner at Egan, Berger & Weiner, LLC, assisting with client records and dedicating full-time hours. He also works as a contractor for Planning Inc., teaching seminars to government employees about employment and retirement benefits, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2017 - June 2021 · 3 yrs 8 mos
Voya Financial Advisors, INC.Broker
August 2017 - June 2021 · 3 yrs 10 mos
State Registrations17 states
AZCACODCFLGAKYMDMNMONCOHORPASCTXVA
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 Reed - Financial Advisor | TrueAdvisor