Logan
Dunbar
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Logan Dunbar is a financial advisor based in Walnut Creek, California, working with Wealth Enhancement Advisory Services, LLC. Logan has previously worked at Nuveen Securities, LLC, Cgi Group Inc, Julietta Winery, Dunbar Construction, Saint Mary's College Of California, Nuveen Asset Management LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, and Wealth Enhancement Advisory Services. Logan has passed the Series 66 regulatory exam and is registered to provide services in California. Logan is currently part of Wealth Enhancement Advisory Services, LLC, which operates out of Walnut Creek, California. The firm has 144 offices and 1,230 employees. Wealth Enhancement Advisory Services, LLC manages $94.6 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structures at Wealth Enhancement Advisory Services, LLC include asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$94,632,028,506
1,230
186,400
$507,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Logan Dunbar Work History
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Nuveen Securities, LLC
Nuveen Asset Management LLC
Cgi Group Inc
Julietta Winery
Saint Mary'S College Of California
Dunbar Construction
Saint Mary'S College Of California
Disclosures
Please visit the SEC profile of Logan Dunbar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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