Unclaimed Profile

Michael Troy Logan

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.·EXTON, Pennsylvania

SIE, Series 7TO, Series 63, Series 6518 years registeredWARREN FINANCIAL SERVICE & ASSOCIATES, INC.

7 DOWLIN FORGE RD, EXTON, PA 19341CRD# 5500490Firm CRD# 119066

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Troy Logan · EXTON, PA

Registration

CRD #5500490 · WARREN FINANCIAL SERVICE & ASSOCIATES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2022 – present

WARREN FINANCIAL SERVICE

Jun 2008 – Dec 2022

EXTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · June 19, 2008

Years registered · 18

Disclosure History

2022Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

CRD 119066 · SEC 802-127869

AUM

$366M

Regulatory assets under management

Services offered by WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WARREN FINANCIAL SERVICE & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Troy Logan offer?

Michael Troy Logan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Michael Troy Logan's credentials?

Michael Troy Logan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Troy Logan located?

Michael Troy Logan is based in EXTON, Pennsylvania, working with WARREN FINANCIAL SERVICE & ASSOCIATES, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Michael Troy Logan charge for services?

Michael Troy Logan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WARREN FINANCIAL SERVICE & ASSOCIATES, INC.?

WARREN FINANCIAL SERVICE & ASSOCIATES, INC. is a registered investment adviser with the SEC, managing $366M in regulatory assets under management. See their Form ADV for full details.

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