Advisor at Valic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lumberton, MS
Credentials
Series 63, Series 65
Industry experience
16 years
Christopher Logan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Lumberton, MS
Alabama · Arizona · Arkansas · Florida · Georgia · Illinois · Louisiana · Maine · Maryland · Mississippi · Missouri · Ohio · Texas · Virginia
Agia
2022 - Present (4 years)
Valic Finanacial Advisors
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Poplarville, MS
LPL Financial
Jon Williams is a CFP®-credentialed financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Guardian Life Insurance Co of America. Outside of his advisory work, he is involved with Williams Financial Group, focusing on non-variable insurance. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that integrates advisory and non-advisory products.
Series 66
Purvis, MS
Edward Jones
Stacey Clark is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she worked for seven years at Sanderson Farms. She holds a Series 66 designation. Clark is active in alumni organizations, serving as President of the William Carey Alumni Council, President of the Mississippi Gulf Coast Community College Alumni Office, and as a board member of the Picayune Senior Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.
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