LN
LN

Logan Nickerson

1 Year of Experience
Charlotte, NC
Broker

Logan Nickerson is a registered investment advisor, based in Charlotte, NC, with 1 years of industry experience.

Location

Charlotte, NC

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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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Employment History
Current Registrations
Principal Funds Distributor, INC.
December 2025 - Present · 9 mos
Principal Asset Management
December 2025 - Present · 9 mos
Principal Funds Distributor, INC.Broker
December 2025 - Present · 9 mos
Previous Registrations
First Citizens Investor Services, INC.
August 2025 - December 2025 · 4 mos
First Citizens Investor Services, INC.Broker
August 2025 - December 2025 · 4 mos
Stifel, Nicolaus & Company, Incorporated
April 2025 - May 2025 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
November 2024 - May 2025 · 6 mos
State Registrations1 state
NC
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.
Logan Nickerson - Financial Advisor | TrueAdvisor