Emily E. Logan
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA 91505
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CRD#: 5197746
Professional summary
Emily Elizabeth Logan, CFP®, who also goes by Emily Elizabeth Doro, is a registered financial advisor currently at CALIFORNIA CAPITAL MANAGEMENT located in Burbank, California and PURSHE KAPLAN STERLING INVESTMENTS located in Burbank, California.
Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Emily has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Emily Elizabeth Doro
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.
1. CALIFORNIA CAPITAL MANAGEMENT. INVESTMENT RELATED. SEE REGISTERED BRANCH OFFICE LOCATION. RIA. FINANCIAL PLANNING MANAGER. START 06/2006. 160/MONTH, 100 DURING TRADING HOURS. RUNNING RETIREMENT PROJECTIONS, CLIENT SERVICE, CLIENT MEETINGS. 2. DORO FAMILY TRUST. NOT INVESTMENT RELATED. 1808 Robin Court, Polk City, IA 50226. PARENT'S FAMILY TRUST. SUCCESSOR TRUSTEE. START 2013. 0 HOURS/MONTH 0 DURING TRADING. SUCCESSOR TRUSTEE. 3. REAL ESTATE RENTAL. NOT INVESTMENT RELATED. Asheville, NC. REAL ESTATE RENTAL. OWNER. START 07/2021. 0 HOURS/MONTH 0 DURING TRADING. 4. Cottages on Liberty Green Inc; HOA; not investment related; Asheville, NC; 0 hours 5. PKS; non-variable insurance products; investment-related; New York, NY; selling non-variable insurance products, financial advisor; 11/2014; 5 hrs / month; 5 hours per month; research variable annuities, research current contracts, and provide recommendations to producing rep.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Elizabeth 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: 2013
Experience
Current
October 28, 2014 - Present
CALIFORNIA CAPITAL MANAGEMENT
Office #1: 2520 West Olive Avenue Suite 300, Burbank, CA 91505RIA
CRD#: 130734
Burbank, CA
Current
October 20, 2016 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2520 West Olive Avenue Suite 300, Burbank, CA 91505BD
CRD#: 35747
Burbank, CA
Past
March 7, 2011 - November 12, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
NORTH HOLLYWOOD, CA
Past
December 17, 2010 - November 12, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
NORTH HOLLYWOOD, CA
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".
CC
CALIFORNIA CAPITAL MANAGEMENT
CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC
CRD#: 130734 / SEC#: 801-76714
RIA
Registered Investment Advisory firm - (6/8/2012 Approved)California
Registered Investment Advisory firm - (12/7/2012 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(10/28/2014)
RR
California(10/20/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CALIFORNIA CAPITAL MANAGEMENT
CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC
CRD#: 130734 / SEC#: 801-76714
RIA
Registered Investment Advisory firm - (6/8/2012 Approved)California
Registered Investment Advisory firm - (12/7/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2520 West Olive Avenue Suite 300, Burbank, CA 91505
Mailing Address
Phone number
(818) 766-0660
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 320,956,754 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
