William F. Logan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Franklin Logan, CFP®, who also goes by Bill Logan, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1987. William had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
January 6, 2015 - October 18, 2022
WOODLEY FARRA
August 27, 2014 - November 25, 2014
FISHER INVESTMENTS
February 29, 2012 - July 17, 2014
MANNING & NAPIER ADVISORS, LLC
January 11, 2012 - July 17, 2014
MANNING & NAPIER INVESTOR SERVICES, INC.
March 3, 1987 - December 16, 1989
JOHN HANCOCK DISTRIBUTORS LLC
Primary Firm SEC Registration
WOODLEY FARRA
CRD#: 107660 / SEC#: 801-50387
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WOODLEY FARRA
CRD#: 107660 / SEC#: 801-50387
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,529 |
| AUM (Assets Under Management) | $ 2,149,976,812 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
