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Daniel Logan

3 Years of Experience
Columbus, OH
Broker

Daniel Logan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 3 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

3100 Tremont Road Suite 210, Columbus, OH, 43221

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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.

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Other Business Activities

Daniel is the Vice President of Business Development and Wealth Advisor at Logan and Reed Wealth Partners. He also works part-time as a professional lacrosse player in both the National Lacrosse League and the Premier Lacrosse League.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
State Registrations22 states
AZCACOCTFLIAILINKYMAMENCNDNYOHPASCTNTXUTVAVT
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.
Daniel Logan - Financial Advisor | TrueAdvisor