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Logan Aaron Mc Coy

Advisor at Freedom Capital Advisors Inc. — Tiger, GA

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Tiger, GA

Freedom Capital Advisors Inc. logo

Freedom Capital Advisors Inc.

Supported

Total advisors

3

Across 3 offices

Clients per advisor

46 Typical

Avg AUM per client

$328,467 Very Low

HNW client ratio

66% Very High

About

Logan Mc Coy is a Series 65-licensed financial advisor at Freedom Capital Advisors Inc. with one year of industry experience. Prior to joining Freedom Capital Advisors, he worked at NewLife Auto and Firestone. Freedom Capital Advisors provides personalized investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns through strategies such as dividend and fixed-income allocations, covered call writing, and an actively managed options-based Levered Options Writing Strategy.

Client services

Based on Freedom Capital Advisors Inc.

Portfolio management

Expertise

Based on Freedom Capital Advisors Inc.

Options & derivatives strategies Income planning

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Fee options

Percentage

Negotiable from 0.50% up to 1.5%, based on account size, complexity, strategies, and services

Other

Fee-only: Fees are charged on a fee-only basis as a percentage of assets under management, no commissions.

Location

See office

Tiger, GA

Tiger GA

Advisors at this office

1

Most active in

Georgia

Work history

< 1 year of industry experience

Freedom Capital Advisors

2026 - Present • 1 year

Clermont, FL

NewLife Auto

2020 - 2025 • 5 years

Franklin, NC

Firestone

2015 - 2019 • 4 years

Orlando, FL

Disclosures

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

Business activities & affiliations

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Harold V

Series 63, Series 66

Clayton, GA

Attainment Asset Management LLC

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

General retirement planning Wealth management Tax-loss harvesting Cash flow / budgeting
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Stephen N

CFP®, Series 63, Series 66

Clayton, GA

Empower Advisory Group

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lee P

Series 63

Tiger, GA

Guardian Life

Lee Penland is a financial advisor with Guardian Life who holds a Series 63 designation and has 47 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over 20 years before joining Guardian Life. Outside of his advisory role, Penland is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robert R

Series 63, Series 65

Lakemont, GA

Lincoln Investment

Robert Restino is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Legend Equities Corporation since 1994. Outside of his advisory role, he owns Pinnacle Financial Advisors, through which he provides insurance sales and service. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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James D

Series 63, Series 66

Sautee Nacoochee, GA

Cetera

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Cetera entities since 2017 and previously with AIG Advisor Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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

Series 66

Clayton, GA

Cetera

Joshua Parker is a Series 66 licensed financial advisor at Cetera with two years of industry experience. Prior to joining Cetera, he served in the U.S. Army for 13 years and held roles at Thrivent Financial. Outside of his advisory work, he is a partner in an LLC that manages a short-term rental cabin near his residence. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors.

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