Robert
Logan
Spc
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About this Advisor
Robert Logan is a financial advisor working out of Plymouth Meeting, Pennsylvania with 7 years of industry experience. Logan is an advisor for Spc. Throughout their career, they have worked at Logan Financial Service Corp, Logan Financial Services Corp, Fsc Securities Corporation, Main Line Financial Advisors, LLC, Parkland Securities LLC and Sigma Planning Corporation. Logan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Pennsylvania. Spc is an advisory company based out of Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 financial advisors. It has $6 billion in assets under management across its 34,594 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 34,594 customer accounts, just 8% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules usually depend on the financial services. However, fees billed by Spc likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Logan Work History
Robert has been registered as a financial advisor for 7 years.*
Parkland Securities LLC
Sigma Planning Corporation
Logan Financial Service Corp
Logan Financial Services Corp
Fsc Securities Corporation
Main Line Financial Advisors, LLC
*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 Robert 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 Spc
Madison, MS
Ann Arbor, MI
Cincinnati, OH
Dallas, TX
Englewood, CO
Melbourne, FL
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
