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Byron Keith Akers

Advisor at LPL Financial — Prestonsburg, KY

Updated today

Credentials

Series 66

Experience

16 years

Location

Prestonsburg, KY 41653

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,482 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Byron Akers is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Edward Jones. He serves as a board member for the Allen Fire Protection Tax District, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm provides a range of financial planning and asset management solutions to individuals, retirement participants, banks, trust companies, and institutions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Prestonsburg, KY

5311 Ky Rt 321 Suite 2

Prestonsburg KY 41653

Advisors at this office

1

Most active in

Kentucky

Work history

16 years of industry experience

LPL Financial

2025 - Present • 1 year

Prestonsburg, KY

Ameriprise

2017 - 2025 • 8 years

Prestonsburg, KY

Edward Jones

2010 - 2017 • 7 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brett D

Series 65

Betsy Layne, KY

Reliable Municipal Advisors, LLC

Brett Davis is a Series 65-credentialed financial advisor with Reliable Municipal Advisors, LLC, where he has 11 years of experience. He also maintains an active legal practice as an attorney, having worked at Davis Law Offices, PSC from 1996 to 2018 and currently operating as Brett D. Davis, Attorney-at-Law since 2018. Reliable Municipal Advisors serves tax-exempt issuers, institutional clients, charities, foundations, and municipal or corporate borrowers, providing bond advisory, financial planning, and non-discretionary portfolio management services. The firm integrates legal and advisory expertise in its transaction-level municipal and bond engagements and operates on a small, two-advisor structure.

Charitable giving tax strategies General tax planning Wealth management Founder/Business Owner
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Anthony D

Series 65

Betsy Layne, KY

Reliable Municipal Advisors, LLC

Anthony Davis is a financial advisor at Reliable Municipal Advisors, LLC with 11 years of experience in the industry. He holds a Series 65 credential and has an active legal practice through Davis Law Office since 1995. In addition to his advisory role, he works as a real estate agent with RE/MAX Legacy. Reliable Municipal Advisors serves tax-exempt issuers, institutional and business clients, including charities and municipal borrowers, offering bond advisory, financial planning, and non-discretionary portfolio management. The firm combines legal and advisory services, providing integrated bond transaction advice alongside investment consulting.

Charitable giving tax strategies General tax planning Wealth management Founder/Business Owner
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Julie S

Series 66

Prestonsburg, KY

Edward Jones

Julie Smith is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Community Trust Bank and held various roles in healthcare and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Michael C

CFP®, Series 66

Paintsville, KY

Cambridge Investment Research Advisors

Michael Caudill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at LPL Financial LLC and Citizens National Bank. He is also an author of the "Show Me My Money Guide." Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm supports its network of independent Financial Professionals with multiple platform options and proprietary as well as third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Sarah H

Series 66

Prestonsburg, KY

Edward Jones

Sarah Hyden is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and eight years of industry experience. She was previously with Steptoe & Johnson PLLC before joining Edward Jones in 2017. Hyden serves on the boards of the Big Sandy Community & Technical College Foundation and the United Way of Eastern Kentucky, contributing to scholarship fundraising and charitable event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner

Kisha B

Series 66

Paintsville, KY

Edward Jones

Kisha Burchett is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, including a prior role at Morehead State University College of Business and Technology. Outside of her advisory work, she is a co-owner of a residential rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Retired Founder/Business Owner Executive
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