Logan Byrd
Advisor at LPL Enterprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LPL Enterprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Greensburg, PA 15601
Credentials
Series 66
Industry experience
< 1 year
Logan Byrd is a financial advisor with LPL Enterprise holding a Series 66 designation. He has recently transitioned into advisory services after prior roles including positions at Arnold Palmer's Latrobe Country Club and Reed's Auction Company. Outside of his advisory work, he is involved with a non-variable insurance agency in Pleasant Unity, PA. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.
Based on LPL Enterprise
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
4000 Hempfield Plaza Blvd, Ste 980
Greensburg, PA 15601
Pennsylvania
LPL Enterprise LLC
2025 - Present (1 year)
Latrobe Country Club
2023 - 2025 (2 years)
Reed's Auction Company
2022 - 2022 (1 year)
Indiana University of Pennsylvania
2021 - 2025 (4 years)
United Parcel Service (UPS)
2021 - 2021 (1 year)
Greater Latrobe School District
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")