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AL

Andre M. Logan

LOGAN FINANCIAL EMPOWERMENT
Indianapolis, IN
Some features on this profile are disabled
CRD#: 7149452
AL

Professional summary

Andre M. Logan Sr, who also goes by Andre M Logan, Andre Logan, is a registered financial advisor currently at LOGAN FINANCIAL EMPOWERMENT located in Indianapolis, Indiana.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andre has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andre M Logan | Andre Logan

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.
State of IN; non investment-related; 2525 N Shadeland Ave, Indianapolis, IN 46219; Division of Family Resources; State Eligibility Consultant; 12/2024 to Present; ~150hrs/month; 7.5hrs/day during trading hours; interviews and application processing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre M. Logan Sr'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®
None

Experience

Current

June 22, 2021 - Present

LOGAN FINANCIAL EMPOWERMENT

RIA
CRD#: 315261
Indianapolis, IN
Past

October 15, 2019 - May 13, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
INDIANAPOLIS, IN
Past

August 30, 2019 - May 13, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
INDIANAPOLIS, IN

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
Indiana
(6/22/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2019
Securities Industry Essentials Examination

Current Firm

LF
LOGAN FINANCIAL EMPOWERMENT
LOGAN FINANCIAL EMPOWERMENT | LOGAN FINANCIAL EMPOWERMENT LLC

CRD#: 315261 / SEC#:

Indiana
Registered Investment Advisory firm - (6/22/2021 Approved)
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Contact information

Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 941-6272
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 81,026

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

LOGAN FINANCIAL EMPOWERMENT

CRD#: 315261Indianapolis, IN

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