Celia
Cayce
Lpl Financial LLC
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About this Advisor
Celia Cayce is a financial advisor based in Mcminnville, Tennessee who has 3 years of relevant experience. Cayce is an advisor for Lpl Financial LLC. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Bank Na, Huske Hardware Restaurant And Brewery, Edward Jones, Wells Fargo Home Mortgage, Bank Of Hawaii, Century 21 Family Realty, Lpl Financial, LLC and Private Advisor Group, LLC. Cayce has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Tennessee. Lpl Financial LLC is a registered investment firm operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It oversees $368 billion in total assets among its 1,688,501 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have more than $1 million in assets. Lpl Financial LLC performs a broad set 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. Financial management fees depend on which services the firm provides the client. Fees charged by Lpl Financial LLC likely include any combination 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
Celia Cayce Work History
Celia has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Private Advisor Group, LLC
Edward Jones
Bank Of Hawaii
Wells Fargo Home Mortgage
Wells Fargo Advisors LLC
Wells Fargo Bank Na
Century 21 Family Realty
Huske Hardware Restaurant And Brewery
*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 Celia Cayce 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
Chico, CA
Worcester, MA
Crystal Lake, IL
Dallas, TX
Torrance, CA
Hanover, PA
Pittsburgh, PA
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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