Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Oklahoma City
11yrs
Logan Bailey
Financial advisor at LPL Financial
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3817 NW Expressway, Suite 100, Oklahoma City, OK 73112
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2016 – 2023Wells Fargo Clearing Services, LLCPreviously
- Aug 2015 – Feb 2016Edward JonesPreviously
Questions to ask Logan
Tailored to Logan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Logan
How do I contact Logan?
Call LPL Financial at 704-733-3300 and ask for Logan Bailey. Logan works from the Oklahoma City, OK office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Logan hold?
Series 66. Tap any license on this page to see what it allows.
Is Logan a fiduciary?
Logan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Logan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Logan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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