Logan Thomas Whitlock
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Wisdom Wealth CareJun 2017 to now
- Law Office of Cheryl K. DavidMay 2014 to now
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Nov 2014 to Sep 2025
- 1st Global Advisors, IncJul 2014 to Oct 2019
- 1st Global Capital CorpJul 2014 to Oct 2019
- Army National GuardMay 2014 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6341204
- Firm CRD
- 105644