Barry S. Logan
HOGANTAYLOR WEALTH
Oklahoma City, OK 73114
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CRD#: 2747479
Professional summary
Barry Scott Logan, CFP® is a registered financial advisor currently at HOGANTAYLOR WEALTH located in Oklahoma City, Oklahoma.
Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Barry has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
My greatest gifts are two high school kids who are on their way to being kind, conscious, productive contributors to society. My hobbies vary depending on the time of year, but I always enjoy staying active, traveling when able, taking in live music, and the infamous Oklahoma sunsets.
Question & Answer
What are your service offerings?
Tax Planning
Small Business Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Divorce Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FINANCE MANAGER FOR LAND L ENTERPRISES, LLC IN OKLAHOMA CITY, OK SINCE 5/2001, PHOTOGROPHY, 5 HRS PER MONTH. THIS WORK IS DONE BEFORE THE FINANCIAL MARKETS ARE OPEN, AND AFTER THE MARKETS ARE CLOSED.
CRS (Client Relationship Summary) - RIA
Click below to view Barry Scott Logan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
July 18, 2017 - Present
HOGANTAYLOR WEALTH
Office #1: 11600 Broadway Extension #300, Oklahoma City, OK 73114RIA
CRD#: 129696
Oklahoma City, OK
Past
December 9, 2002 - October 13, 2017
ASSET MANAGEMENT SOLUTIONS, LLC DBA ASSET PLANNING SOLUTIONS
RIA
CRD#: 124402
EDMOND, OK
Past
August 30, 2002 - December 31, 2002
PARTNERS IN FINANCIAL PLANNING, INC.
RIA
CRD#: 121420
EDMOND, OK
Past
July 30, 2002 - September 6, 2002
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
EDMOND, OK
Past
July 26, 2002 - December 3, 2002
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Past
June 6, 2002 - July 26, 2002
FFP ADVISORY SERVICES INC
RIA
CRD#: 110778
EDMOND, OK
Past
June 6, 2002 - July 26, 2002
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
November 21, 2001 - June 6, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 16, 1998 - January 5, 2000
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
July 1, 1996 - January 2, 1998
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HOGANTAYLOR WEALTH
DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH
CRD#: 129696 / SEC#: 801-71011
RIA
Registered Investment Advisory firm - (1/21/2010 Approved)Oklahoma
Registered Investment Advisory firm - (2/21/2013 Terminated)Texas
Registered Investment Advisory firm - (3/11/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(7/18/2017)
IAR
Texas(7/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
HOGANTAYLOR WEALTH
DISCIPLINED INVESTMENTS, LLC | HT WEALTH | HOGANTAYLOR WEALTH
CRD#: 129696 / SEC#: 801-71011
RIA
Registered Investment Advisory firm - (1/21/2010 Approved)Oklahoma
Registered Investment Advisory firm - (2/21/2013 Terminated)Texas
Registered Investment Advisory firm - (3/11/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2222 S. Utica Place Suite 200, Tulsa, OK 74114-7000
Mailing Address
Phone number
(918) 388-2690
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,160 |
| AUM (Assets Under Management) | $ 496,814,868 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Red Flags
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Company Information
HOGANTAYLOR WEALTH
CRD#: 129696Oklahoma City, OK 73114TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
