Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
8yrs
Daniel Logan has worked in the financial industry for 8 years and is a financial advisor based in Raleigh, North Carolina. After three years at Zora Financial and less than a year at Captrust, Daniel joined Beacon Wealthcare in 2023, a firm offering financial planning and investment management. Daniel holds the CFP® designation.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1633 Glenwood Ave, Raleigh, NC 27608
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$339,562
Advisors at the firm5
States licensed ?1 state
Services through Beacon Wealthcare
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowBeacon Wealthcare LLCCurrent firm
- 2020 – 2023Zora FinancialPreviously
- Mar 2020 – May 2020CaptrustPreviously
- Jan 2019 – May 2020Welch Hornsby, Inc.Previously
Contact Daniel
(919) 821-5225Beacon Wealthcare main office 1633 Glenwood AveRaleigh, NC 27608Office · Get directions Firm websitewww.beaconwc.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Beacon Wealthcare at (919) 821-5225 and ask for Daniel Logan. Daniel works from the Raleigh, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Beacon Wealthcare reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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