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Michael S
CFP®, Series 63
Pittsburgh, PA
LPL Financial
Michael Speakman is a financial advisor with LPL Financial in Pittsburgh, PA, holding the CFP® designation and Series 63 license. He has 14 years of industry experience, including five years at The Vanguard Group, Inc., and briefly operated The Speakman Financial Group as a DBA for his LPL business. He has also participated in paid video interviews for Pacific Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.
Charlene L
ChFC®, Series 63, Series 65
Pittsburgh, PA
LPL Financial
Charlene Logan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at National Planning Corporation and operating her own business, The Speakman Financial Group, since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Katie B
Series 63, Series 65
Pittsburgh, PA
LPL Financial
Katie Byers is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at National Planning Corporation from 2009 to 2017. She has also maintained a related business under Speakman Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives.
David K
CFP®, Series 63
Pittsburgh, PA
LPL Financial
David Kline is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial in Pittsburgh, PA. Before joining LPL Financial in 2021, he worked for five years at BNY Mellon Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.
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