Logan Herzog
Logan Herzog is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bountiful, UT, 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
Firm Size
IM Fee
Assets Under Management
Location
W 2600 S, Suite 210, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Logan works part-time as an independent contractor sorting and delivering packages, dedicating a few hours per week. Logan is also an associate/employee at NuVista Wealth, which is their DBA as a financial advisor, taking about half of Logan's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations20 states
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