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Celeste Helgren Lay

Investment adviser representative at LPL Enterprise, LLC
28 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

28 years in the industry.

  1. LPL Enterprise, LLCOct 2025 to now
  2. UnemployedSep 2024 to Sep 2025
  3. LeadsimpleNov 2023 to Aug 2024
  4. MindbodySep 2022 to Nov 2023
  5. UnemployedJan 2022 to Aug 2022
  6. UdacityJun 2021 to Dec 2021
  7. UnemployedOct 2020 to Jun 2021
  8. Civitas LearningJul 2019 to Oct 2020
  9. Xerox CorporationJun 1998 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

LPL Enterprise, LLC

$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8176779
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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