LA
LA

Logan Alfano-Webb

2 Years of Experience
Savannah, TN
BrokerSells Insurance

Logan Alfano-Webb is a registered investment advisor at Cetera Investment Advisers LLC, based in Savannah, TN, with 2 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

805 Pickwick Street, Savannah, TN, 38372

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 ActivitiesSells Insurance

Logan works as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services since 2021. This takes up a full-time commitment, with a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
State Registrations5 states
ALMIMSTNWA
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.