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Logan Alfano Webb

Advisor at Cetera — Savannah, TN

Updated today

Credentials

Series 66

Experience

2 years

Location

Savannah, TN 38372

Cetera logo

Cetera

Institution

Total advisors

10,220

Across 5,132 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Savannah, TN

805 Pickwick St

Savannah TN 38372

Advisors at this office

3

Most active in

Tennessee

Work history

2 years of industry experience

Cetera

2024 - Present • 2 years

Schaumburg, IL

Cetera Wealth Services, LLC

2023 - Present • 3 years

El Segundo, CA

Unemployed

2023 - 2023 • 1 year

Savannah, TN

The University of Tennessee at Martin

2022 - 2023 • 1 year

Martin, TN

The University of Tennessee at Martin

2018 - 2023 • 5 years

Martin, TN

Wheels N Deals of Savannah

2017 - 2021 • 4 years

Savannah, TN

Adamsville High School

2014 - 2018 • 4 years

Adamsville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kiley L

Series 66

Savannah, TN

Valic Financial Advisors

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Cosmin M

Series 63, Series 65

Savannah, TN

OSAIC Institutions, INC.

Cosmin Majors is a financial advisor with OSAIC Institutions, INC. based in Savannah, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and previously spent over a decade at ProEquities, Inc. Majors is also a part-owner of a NAPA auto parts retail business and Savannah Outfitters, LLC, engaging in administrative, bookkeeping, and management roles outside of his advisory work. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset base and provides access to alternative investments, lending, and cash-management solutions through a network of investment adviser representatives.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Minda W

ChFC®, Series 63, Series 66

Savannah, TN

Edward Jones

Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Christopher G

Series 66

Savannah, TN

Edward Jones

Christopher Gant is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Lincare Inc for two years. Gant holds the Series 66 designation and is based in Savannah, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Blake D

Series 66

Savannah, TN

Edward Jones

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Hans C

Series 66, Series 63

Clifton, TN

Fidelity

Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked across various Fidelity affiliates, including Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves as an advisor to registered investment companies, and employs systematic methodologies alongside AI tools in its investment process.

Charitable giving & philanthropy Active portfolio management
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