Charlene Logan
Charlene Logan is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Penn Center West Two Ste 325, Pittsburgh, PA, 15276
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Charlene operates Speakman Financial Group as a DBA for her LPL business since 2003. She also receives non-variable insurance trails from Commonwealth Annuity and Life Insurance Company and works as an independent broker for non-variable insurance, dedicating minimal time to these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Main Street Advisors, LLC
Main Street Securities, LLCBroker
Veravest Investments, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.