Daniel
Logan
Beacon Wealthcare LLC
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About this Advisor
Daniel Logan is a financial advisor based in Raleigh, North Carolina, working with Beacon Wealthcare LLC. Daniel has previously held positions at Cadence Bank, Welch Hornsby, Inc, Full-Time Education, Capfinancial Partners, LLC. (Captrust), Zora Financial, and Beacon Wealthcare LLC. Daniel is registered to provide services in North Carolina. Currently, Daniel is part of Beacon Wealthcare LLC, which operates out of Raleigh, North Carolina. The firm has 7 employees and manages assets totaling $227.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Beacon Wealthcare LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Wealthcare LLC Brokerage Details
$227,040,922
7
858
$264,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Logan Work History
Beacon Wealthcare LLC
Capfinancial Partners, LLC. (Captrust)
Zora Financial
Welch Hornsby, Inc
Welch Hornsby, Inc
Cadence Bank
Full-Time Education
Disclosures
Please visit the SEC profile of Daniel Logan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Wealthcare LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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