Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Charlene Logan Work History
Charlene has 15 years of experience.
Lpl Financial LLC
Main Street Advisors, LLC
National Planning Corporation
Main Street Securities, LLC
The Speakman Financial Group (Dba)
Charlene Logan has disclosures.
Please visit their SEC profile for more details.