Charlene Ann Logan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  The Speakman Financial Group (Dba)
  Pittsburg, PA
• 11/2009 → 11/2017
  National Planning Corporation
  Pittsburgh, PA
• 11/2017 → Present
  Lpl Financial Llc
  Pittsburgh, PA

Previous Registrations

• 2010-10-06 → 2017-12-06
  National Planning Corporation
  Pittsburgh, PA
  Los Angeles, CA
• 2009-01-08 → 2010-09-10
  Main Street Advisors, Llc
  Pittsburgh, PA
  Hays, KS

Other Businesses

1. 11/29/2017 - Speakman Financial Group - Investment Related - At Reported Business Locations(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/2003. 2. 11/12/2021 - No Business Name - Investment Related - Commonwealth Annuity and Life Insurance Company, 20 Guest St., 9th Floor, Boston, MA 02135 - Non-Variable Insurance Trails Only - Started 01/08/2018 - 0 Hours Per Month. 3. 12/3/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Broker - Started 11/05/2021 - 1 Hour Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-04-19

Designations

• Chartered Financial Consultant

Other Names

• Charlene Ann Kitzinger