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Joshua Michael Loggins

Investment adviser representative at Banker Investment Group
19 yearsExperience
1 stateRegistered in
$260.2MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Banker Investment Group Inc.Nov 2016 to now
  2. Pruco Securities LLCJan 2007 to Nov 2016
  3. The Prudential Insurance Company of AmericaJan 2007 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (IN).

Banker Investment Group

Legal name: Banker Investment Group Inc

$260.2MAssets managed
468Clients
3Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5274836
Firm CRD
109650
Advisor's SEC record (opens in a new tab)
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