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Byron Akers

Advisor at LPL Financial

Updated today

Location

Prestonsburg, KY 41653

Credentials

Series 66

Industry experience

15 years

About

Byron Akers is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ameriprise for eight years and Edward Jones for seven years. Akers serves as a board member for the Allen Fire Protection Tax District, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

5311 Ky Rt 321 Suite 2

Prestonsburg, KY 41653

Most active in

Kentucky

Work history

LPL Financial

2025 - Present (1 year)

Ameriprise

2017 - 2025 (8 years)

Edward Jones

2010 - 2017 (7 years)

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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CFP®, Series 66

Paintsville, KY

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Michael Caudill is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes a year at LPL Financial LLC and ten years at Citizens National Bank. Outside of his advisory role, he is an author of the "Show Me My Money Guide." Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes various account platforms and third-party strategists to deliver investment advice.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

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Series 66

Prestonsburg, KY

Edward Jones

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