LC
Logan Collie
from Collie Financial Planning, Inc.
Logan Collie is a financial advisor based in North Carolina, Black Mountain,
with 15 years of experience. Logan currently works for
Collie Financial Planning, Inc..
Logan maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Logan Collie works at Collie Financial Planning, Inc.
Collie Financial Planning, Inc. is a financial advisory firm based in Black Mountain, North Carolina. It currently has approximately $104,436,254 of assets under management and employs about 2 people. Collie Financial Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
103 Black Mountain Ave, Suite 12, Black Mountain, North Carolina, 28711
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