Logan T Mulloy
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
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
13 years in the industry.
- Raymond James & Associates, Inc.Jun 2026 to now
- Willis Johnson & AssociatesJun 2022 to May 2026
- Evidence WealthJan 2022 to May 2022
- Raymond JamesMay 2020 to Dec 2021
- StudentJul 2018 to Apr 2022
- Crossfit Point BreakOct 2015 to Jun 2018
- StudentMar 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7710644
- Firm CRD
- 705