Logan Reed is a CFP-designated registered investment advisor at LPL Financial LLC, based in Branford, CT, with 18 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
265 E Main St Ste A, Branford, CT, 06405
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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 LLC
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.