Advisor at IntelliVest Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IntelliVest Wealth Management
Location
Boiling Springs, SC 29316
Credentials
Series 66
Industry experience
7 years
Logan Dickey is a financial advisor at IntelliVest Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thornburg Securities Corp and Edward Jones. IntelliVest Wealth Management provides comprehensive financial planning, investment management, and qualified plan consulting to a broad client base including individuals, high-net-worth clients, families, trusts, and retirement plans. The firm integrates financial planning into portfolio construction using a proprietary strategic asset-allocation methodology and employs a mix of analytical approaches to build diversified portfolios aligned with client goals.
Based on IntelliVest Wealth Management
Based on IntelliVest Wealth Management
$0 - $1,000,000: 1.35% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001+: Negotiated
3082 Old Furnace Road
Boiling Springs, SC 29316
Georgia · Indiana · North Carolina · South Carolina · Texas
Intellivest Wealth Managment Corporation
2020 - Present (6 years)
Thornburg Securities Corp
2019 - 2020 (1 year)
Edward Jones
2018 - 2019 (1 year)
Amazon Appraisals
2016 - 2017 (1 year)
QuikTrip
2011 - 2017 (6 years)
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Trust company
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Other specialized services
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Series 66
Campobello, SC
133 Legacy
Series 66
Boiling Springs, SC
IntelliVest Wealth Management
Series 66
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