Logan Smith is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Austin, TX, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

901 S Mopac Expy, Blgd 5 Suite 260, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Logan is an associate/employee at Noble Wealth Partners, helping maintain client accounts and working with operations, dedicating about a quarter of his time. Logan also works at Paraclete Wealth Partners, LLC, handling account maintenance, money movement, and client communication, taking up more than half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
August 2020 - April 2022 · 1 yr 8 mos
Kestra Investment Services, LLCBroker
December 2018 - April 2022 · 3 yrs 4 mos
State Registrations1 state
TX
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.