Charlene
Logan

Lpl Financial LLC

CRD#2950675
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Charlene Logan is a chartered financial consultant who works in Pittsburgh, Pennsylvania, with a total of 15 years of work experience. Logan is on the advisory team at Lpl Financial LLC. Over the course of their career, they have held roles at Main Street Securities, LLC, The Speakman Financial Group (Dba), Main Street Advisors, LLC, National Planning Corporation and Lpl Financial LLC. Logan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Lpl Financial LLC is a firm that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 8,011 locations and a total of 22,703 financial advisors. It controls $153 billion in assets under management among its 680,466 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 899 charities and foundations. Of its 680,466 customer accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely depend on which services the firm provides the client. Fees charged by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

Penn Center West Two Ste 325
Pittsburgh, PA 15276

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

PA Average: $16,012,751,954
Total Number of Employees

22,790

PA Average: 118
Total Number of Accounts

786,525

PA Average: 4,567
Average Account Size

$202,281

PA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Charlene Logan Work History

Charlene has 15 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2009 - 2010 (1 years)

Main Street Advisors, LLC

2009 - 2017 (8 years)

National Planning Corporation

2003 - 2009 (6 years)

Main Street Securities, LLC

2003 - Present (16 years)

The Speakman Financial Group (Dba)

Disclosures

Charlene Logan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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