Celeste
Byers

Lpl Financial LLC

CRD#2648327
Investment Advisor
in Orlando, FL
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About this Advisor

Celeste Byers is a certified financial planner whose office is in Orlando, Florida. Currently a registered financial advisor with Lpl Financial LLC, Byers has a notable 21 years of practice as a registered advisor. Byers holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Byers is registered to operate based out of Florida. Throughout their career, they have worked at Bb&T, Bb&T Investments, Suntrust Investment Services, Inc, Suntrust Bank, Lpl Financial LLC, Suntrust Advisory Services, Invest Financial Corp and Seacoast National Bank. Lpl Financial LLC is based out of Orlando, Florida, and has 8,011 other brick-and-mortar locations across the nation. As a registered investment advisory firm, Lpl Financial LLC manages $153 billion in assets across 680,466 accounts and employs more than 22,703 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9680 Narcoossee Rd Ste 101
Orlando, FL 32827

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

FL Average: $16,012,751,954
Total Number of Employees

22,790

FL Average: 118
Total Number of Accounts

786,525

FL Average: 4,567
Average Account Size

$202,281

FL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Celeste Byers Work History

Celeste has 21 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

2016 - 2016 (0 years)

Suntrust Advisory Services

2016 - 2017 (1 years)

Invest Financial Corp

2016 - Present (3 years)

Seacoast National Bank

2013 - 2013 (0 years)

Bb&T

2013 - 2016 (3 years)

Suntrust Investment Services, Inc

2013 - 2016 (3 years)

Suntrust Bank

2005 - 2013 (8 years)

Bb&T Investments

1997 - 2013 (16 years)

Bb&T

Disclosures

Celeste Byers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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