Jenny Logsdon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pasadena, MD, with 25 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
8493 Ft. Smallwood Rd., Pasadena, MD, 21122
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Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Jenny operates under the DBA Wilmington Advisors @ M&T for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.Broker
M&t Securities, INC.
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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.