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St. Petersburg, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-22 |
| AL | RA | APPROVED | 2013-09-03 |
Branch Locations
285 Park St S, St Petersburg, FL 33707 • United States
St. Petersburg, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logan Financial Planning | Miramar Beach | FL | 08/2013 | Present |
Aileen Totten Logan is a licensed insurance agent. From time to time, she will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. LFP always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to purchase such services or products through any representative of LFP in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-05 |
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