Robert Logan (CRD# 2524134) is an Investment Advisor Representative working at Spc in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sigma Planning Corporation | Ann Arbor, MI | Aug 2016 - Current | 7 |
| Parkland Securities LLC | Ann Arbor, MI | Aug 2016 - Current | 7 |
| Logan Financial Service Corp | Malvern, PA | Jan 2001 - Current | 23 |
| Logan Financial Services Corp | Malvern, PA | Jan 1987 - Current | 37 |
| Fsc Securities Corporation | Malvern, PA | Feb 2013 - Aug 2016 | 3 |
| Main Line Financial Advisors, LLC | Pottstown, PA | Feb 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
- PA
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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