Thaland
Logan

Transamerica Financial Advisors, LLC

CRD#2213399
Investment Advisor
in Dallas, TX

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About this Advisor

Thaland Logan is a financial advisor based in Dallas, Texas, working with Transamerica Financial Advisors, LLC. Thaland has previously worked at Logan And Associates Pc, Transamerica Financial Advisors, LLC, Wfgia, Thaland D Logan, and Thaland Logan Logan & Associates, P.C. Thaland has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Thaland is part of Transamerica Financial Advisors, LLC, which operates in Dallas, Texas. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

12225 Greenville Avenue Suite 121
Dallas, TX 75243

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

TX Average: $15,833,994,310
Total Number of Employees

1,054

TX Average: 41
Total Number of Accounts

42,440

TX Average: 3,342
Average Account Size

$40,779

TX Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thaland Logan Work History

2021 - Present (4 years)

Thaland Logan Logan & Associates, P.C

2013 - Present (12 years)

Transamerica Financial Advisors, LLC

2013 - Present (12 years)

Thaland D Logan

2012 - Present (13 years)

Wfgia

1992 - Present (33 years)

Logan And Associates Pc

Disclosures

Please visit the SEC profile of Thaland Logan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Hubert Lyle
Cedar Rapids, IA
Darrin Gulla
Louisville, KY
Diego Conejo
Torrance, CA
Kevin Brunkow
Englewood, CO
Minhua Shao
Bellevue, WA
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Yan Zhang
Columbia, MD

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