Walton M. 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.
Walton Moore Logan was a registered financial professional .
Walton is a previously registered financial professional and started their career in finance in 1970. Walton had worked at 7 firms and has passed the Series 63, SIE, Series 3, Series 1, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 2, 2015 - October 13, 2020
MCCLURG CAPITAL CORPORATION
May 18, 2015 - October 13, 2020
MCCLURG CAPITAL CORPORATION
July 8, 1997 - April 22, 2015
PORTSMOUTH FINANCIAL SERVICES
October 10, 1983 - March 29, 1984
LEHMAN BROTHERS INC.
September 26, 1983 - April 22, 2015
PORTSMOUTH FINANCIAL SERVICES
February 24, 1978 - May 30, 1990
MORGAN STANLEY DW INC.
August 14, 1972 - October 10, 1983
DAVIS, SKAGGS & CO., INC.
July 17, 1972 - February 24, 1978
REYNOLDS SECURITIES, INC.
July 2, 1970 - August 24, 1972
BRUSH SLOCUMB & CO INC
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
Series 1
Date: 2/28/1963
Registered Representative ExaminationCurrent Firm
MCCLURG CAPITAL CORPORATION
CRD#: 16798 / SEC#: , 8-34473
Contact information
FINRA licenses (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 83,283,986 |
Red Flags
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