Logan Christopher Parsons
Investment adviser representative at Advice and Planning Services
12 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- J.P. Morgan Chase Bank N.A.Sep 2021 to Aug 2026
- J.P. Morgan Securities LLCSep 2021 to Aug 2026
- UnemployedApr 2021 to Aug 2021
- Bank of America, N.A.Apr 2019 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Mar 2021
- Merrill Lynch Pierce Fenner & SmithJun 2018 to Aug 2018
- Indian Hills Country ClubAug 2017 to Mar 2019
- Keene Trace Golf ClubApr 2017 to Aug 2017
- Hughes and ColemanJun 2016 to Apr 2017
- Western Kentucky UniversityAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KY).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6970794
- Firm CRD
- 20472