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Daniel Ryan Logan

Daniel R. Logan

BEACON WEALTHCARE LLC
Raleigh, NC 27608
Some features on this profile are disabled
CRD#: 7064473
Daniel Ryan Logan

Professional summary

Daniel Ryan Logan, CFP® is a registered financial advisor currently at BEACON WEALTHCARE LLC located in Raleigh, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 4 firms .

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ryan Logan's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2018

Experience

Current

March 16, 2023 - Present

BEACON WEALTHCARE LLC

Office #1: 1633 Glenwood Ave, Raleigh, NC 27608
RIA
CRD#: 312556
Raleigh, NC
Past

May 28, 2020 - February 24, 2023

ZORA FINANCIAL

RIA
CRD#: 170544
Raleigh, NC
Past

March 9, 2020 - May 21, 2020

CAPTRUST

RIA
CRD#: 175112
BIRMINGHAM, AL
Past

January 15, 2019 - May 22, 2020

WELCH HORNSBY, INC.

RIA
CRD#: 104664
Birmingham, AL

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".
BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)

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
North Carolina
(3/16/2023)

Exams

Current Firm

BW
BEACON WEALTHCARE LLC
BEACON WEALTHCARE LLC

CRD#: 312556 / SEC#: 801-120334

RIA
Registered Investment Advisory firm - (2/16/2021 Approved)
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Contact information

Main Address
1633 Glenwood Ave, Raleigh, NC 27608
Mailing Address
Phone number
(919) 821-5225
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE (1/20/2026)

Regulatory assets under management

Total Number of Accounts908
AUM (Assets Under Management)$ 308,321,846

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.

Company Information

BEACON WEALTHCARE LLC

CRD#: 312556Raleigh, NC 27608

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