Barry Scott Logan

Employer firm

Hogantaylor Wealth CRD 129696

$593M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → 10/2017
  Asset Management Solutions Llc Dba Asset Planning Solutions
  Oklahoma City, OK
• 03/2017 → Present
  Hogantaylor Wealth
  Tulsa, OK

Previous Registrations

• 2002-12-09 → 2017-10-13
  Asset Management Solutions, Llc Dba Asset Planning Solutions
  Oklahoma City, OK
  Edmond, OK
  Oklahoma City, OK
  Edmond, OK
• 2002-08-30 → 2002-12-31
  Partners In Financial Planning, Inc.
  Edmond, OK
• 2002-07-30 → 2002-09-06
  Cambridge Investment Research, Inc.
  Edmond, OK
• 2002-06-06 → 2002-07-26
  Ffp Advisory Services Inc
  Edmond, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-04
• S63 Uniform Securities Agent State Law Examination
  1996-07-03

Designations

• Certified Financial Planner