Logan Bennis
Logan Bennis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Harbor, FL, with 4 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
2138 Alternate 19, Suite D, Palm Harbor, FL, 34683
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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.
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Logan owns and rents out two rooms in his home to friends since January 2024. This takes minimal time and is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations21 states
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