KevinLogan- Financial Advisor Horsham, PA

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About Kevin Logan

Kevin is an Investment Advisor in the regional Philadelphia office of Lincoln Investment. With 25 years of financial services experience, he takes a genuine interest in his client's personal and financial needs, working with them to cultivate long-lasting relationships. Kevin is committed to assessing market and lifestyle risks and their impact on his clients' objectives. His primary focus is on providing goal-oriented analysis, coordination, and execution for investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.

Kevin holds the CERTIFIED FINANCIAL PLANNER^™ designation and he also maintains FINRA Series 7 and 65 licenses. Kevin passed the Certified Investment Management Analyst Program at the Wharton School of the University of Pennsylvania. He received his B.A. in Business Administration from St. Bonaventure University in Western New York state.

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General Information

CRD#

3089827

Firm CRD#

Name of Broker/Dealer

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC.

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 63

Firm Information

Firm's Number of Clients

355,000

Assets Managed by Firm

$46 Billion

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Business Administration - Marketing

Saint Bonaventure University
08/30/1994 -05/29/1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891538/paladinregistry-Lincoln-Investment-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Kevin Logan

Lincoln Investment