Logan Pethel is a registered investment advisor at Schwab Wealth Advisory, INC., based in Atlanta, GA, with 6 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
3424 Peachetree Road, NE, Suite 1750, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
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 owns and operates a small online guitar string retail website, Lenny Rays LLC. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Edward Jones
Edward JonesBroker
State Registrations23 states
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.