Logan Jacob Phillips
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Logan Jacob Phillips is an investment adviser representative with LPL Financial LLC in Spokane, WA, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
3 states and territories
Idaho, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mega WashApr 2020 – Mar 2023Spokane Valley, WA
- DarcysApr 2022 – Sep 2022Spokane Valley, WA
- River City PizzaMar 2021 – Sep 2021Spokane Valley, WA
- QdobaSep 2019 – Mar 2020Phoenix, AZ
- Rooted LandscapeJun 2019 – Sep 2019Spokane Valley, WA
- Horizon/University/GCUFeb 2013 – Dec 2022Spokane Valley/Phoenix, WA
- Thrivent Investment Management IncFeb 2023 – Mar 2026Spokane, WA
- Thrivent FinancialApr 2023 – Jul 2023Appleton, WI
- Thrivent FinancialJul 2023 – Mar 2026Appleton, WI
- LPL FinancialMar 2026 – no end date reportedSpokane, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Logan Jacob Phillips has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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