Barry
Logan
Hogantaylor Wealth
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About this Advisor
Barry Logan is a certified financial planner based out of Oklahoma City, Oklahoma who has 6 years of industry experience. Logan is an advisor for Hogantaylor Wealth. Over the course of their career, Logan has held roles at Asset Management Solutions LLC Dba Asset Planning Solutions and Disciplined Investments, LLC. Logan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma and Texas. Hogantaylor Wealth is a financial advisory business headquartered in Tulsa, OK. It has offices in three locations and a total of nine financial advisors. It controls $547 million in total assets across its 1,109 accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,109 client accounts, 43% belong to high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on the type of financial services offered. Fees charged by Hogantaylor Wealth most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hogantaylor Wealth Brokerage Details
$546,794,508
9
1,109
$493,052
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Barry Logan Work History
Barry has been registered as a financial advisor for 6 years.*
Disciplined Investments, LLC
Asset Management Solutions LLC Dba Asset Planning Solutions
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barry 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 Hogantaylor Wealth
Tulsa, OK
Fayetteville, AR
Tulsa, OK
Tulsa, OK
Tulsa, OK
Oklahoma City, OK
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
