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Achievements

  • Certified Business Exit Consultant or CBEC®
  • President’s Cabinet Qualifer
  • Premier Partners member of Lincoln Financial Advisors
  • Premier Partners Advisory Council board member
  • B.S., James Madison University, 2003
  • Robert Logan Waters is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.
  • FINRA (NASD) Registrations: Series 7 (General Securities), Series 66 (Uniform Combined State Law License) and State Life and Health Insurance License 
  • Securities licensed in NC, SC and VA

Professional Associations

  • Member of The Resource Group
  • Member of Sagemark Consulting Private Wealth Services
  • Member of the Professional Advisor Council for the Central VA Community Foundation
  • Member of the NeXt Estate Planning Group organized by the Central VA Community Foundation

Personal

  • Resides in Richmond, VA with wife, Caryn, and children, Harrison and Libby
  • Board member of RVA Pulse, an affiliate board of the American Heart Association
  • Volunteer work and contributions to the American Heart Association, The Community Foundation of Central VA and the American Red Cross
  • Avid golfer and a participant in the Richmond city squash league

Logan is supported by a knowledgeable staff of professionals with years of experience in their specific areas. Logan's direct staff and Department Heads:

  • Cary Daly - Client Relationship Manager
  • Cathy Waters – Operations Manager
  • Mike Mesick CFP® – Director of Financial Planning Dept. of Academy Financial 


R. Logan Waters CBEC®
Financial Planner
804.253.1437 phone
804.545.1560 fax


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 Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1433811-030216

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. 

Insurance: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, SD, TN, TX, VA, WA, WV AND WY

Securities: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MA, MD, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV AND WY

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.lfg.com

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

 


Check the background of this financial professional on FINRA's BrokerCheck.