Logan Reed is a CFP-designated registered investment advisor at LPL Financial LLC, based in Branford, CT, with 18 years of industry experience. Logan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
265 E Main St Ste A, Branford, CT, 06405
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business Activities
Logan operates under several DBAs for his LPL business, including Thimble Island Private Wealth and Thimble Island Retirement Plan Services. Logan also owns rental real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Annuities Distributors, INCBroker
First Investors CorporationBroker
State Registrations35 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.
Exams
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