Celeste
Norris
Lpl Financial LLC
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About this Advisor
Celeste Norris is a financial advisor based in Fort Mill, South Carolina with 2 years of industry experience. Norris is an advisor for Lpl Financial LLC. Norris has gained experience at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, First Citizens Bank, Carolina Ale House, Olive Garden, University Of North Carolina At Charlotte and Lpl Financial LLC. Norris maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in South Carolina and Texas. Lpl Financial LLC is a registered investment company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It oversees $368 billion in assets under management between its 1,688,501 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a diverse range of services, such as 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Norris Work History
Celeste has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
First Citizens Bank
Carolina Ale House
Olive Garden
University Of North Carolina At Charlotte
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Celeste Norris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Richmond, IN
Sarasota, FL
Wenatchee, WA
Fresno, CA
Hazleton, PA
Chico, CA
Menomonee Falls, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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