LC
LC

Logan Carswell

3 Years of Experience
Fitzgerald, GA
Broker

Logan Carswell is a registered investment advisor at Cetera Investment Advisers LLC, based in Fitzgerald, GA, with 3 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

133 Ocilla Hwy, Fitzgerald, GA, 31750

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 a licensed sales associate at Colony Wealth, a financial services firm, dedicating about a quarter of his time to general office duties. He also co-owns BEL Management LLC, a rental property business, spending minimal time on purchasing residential properties for rental purposes.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2023 - June 2023 · 0 mos
State Registrations17 states
ALARCAFLGAILKSLAMSNCNENJNMNYPASCTX
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.