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Logan Michael Collie
Logan Collie
CRD#: 7216489
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COLLIE FINANCIAL PLANNING, INC.CRD#: 134884 103 BLACK MOUNTAIN AVE
SUITE 12
BLACK MOUNTAIN, NC 28711
SUITE 12
BLACK MOUNTAIN, NC 28711
0
Disclosures
4
Years of Experience
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State Registrations
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North Carolina 9/28/2023
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Texas 9/27/2023
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Registered with this firm since 9/27/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/18/2022 - 08/21/2023 | Riverwoods, IL | |
IA | 03/14/2022 - 08/16/2022 | RIVERWOODS, IL | |
IA | 01/16/2020 - 01/31/2022 | SUWANEE, GA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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