Advisor at Banker Investment Group
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Firm
Banker Investment Group
Location
West Lafayette, IN 47906
Credentials
Series 63, Series 65
Industry experience
18 years
Joshua Loggins is a financial advisor with Banker Investment Group in West Lafayette, IN, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining Banker Investment Group in 2016, he worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2007 to 2016. Outside of his advisory role, he owns a baseball instruction business in Lafayette. Banker Investment Group provides investment supervisory services and portfolio management to individuals, charitable organizations, and small businesses, managing approximately $259.6 million in discretionary assets. The firm uses a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies tailored to client objectives, and incorporates borrowing, margin, short selling, and option writing in portfolio implementation when suitable.
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
1241 Cumberland Avenue, Suite B
West Lafayette, IN 47906
Indiana
Banker Investment Group Inc.
2016 - Present (10 years)
The Prudential insurance Company Of America
2007 - 2016 (9 years)
Pruco Securities Llc
2007 - 2016 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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