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Emily Elizabeth Logan

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California
SIE, Series 7, Series 66CFPClean record15 years registeredCONSOLIDATED CAPITAL MANAGEMENT, LLC
2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 5197746Firm CRD# 130734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Elizabeth Logan · BURBANK, CA
Registration
CRD #5197746 · CONSOLIDATED CAPITAL MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CALIFORNIA CAPITAL MANAGEMENT
Oct 2014 – present
LPL FINANCIAL LLC
Mar 2011 – Nov 2014
NORTH HOLLYWOOD, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 7, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CRD 130734 · SEC 801-76714
AUM
$300M
Regulatory assets under management
Employees
10
978 client accounts
Services offered by CONSOLIDATED CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONSOLIDATED CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Emily Elizabeth Logan offer?
Emily Elizabeth Logan specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.
What are Emily Elizabeth Logan's credentials?
Emily Elizabeth Logan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Emily Elizabeth Logan located?
Emily Elizabeth Logan is based in BURBANK, California, working with CONSOLIDATED CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.
How does Emily Elizabeth Logan charge for services?
Emily Elizabeth Logan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSOLIDATED CAPITAL MANAGEMENT, LLC?
CONSOLIDATED CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Alexis Irene Cole
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CFP
Bradley Jay Salo
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Gregory John Zedlar
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