Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Sharpe is a financial advisor with LPL Financial LLC, located in BURLINGTON, NC. Logan has been in the financial services industry since 2011 and has a strong track record of providing sound financial advice to clients. Logan has passed the Series 6, 7, 63, and 66 exams, as well as the SIE exam. Logan specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Logan is also a board member of The Burlington School.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
06/13/2024 - Present
LPL Financial LLC (BURLINGTON NC)
NC
01/17/2011 - 06/27/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHAPEL HILL NC)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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