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Kayla Jo Barrett

Advisor at Raymond James Financial — Benton, KY 105 W 5th St

Updated today

Credentials

Series 66

Experience

13 years

Location

Benton, KY 42025

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,434

Across 2,946 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) fees for planning services (specific amounts not clearly stated)

Commissions

Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities

Project-based

Hourly rates generally up to $400 per hour for planning and/or investment consulting services

Other

Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services

Location

See office

Benton, KY 105 W 5th St

105 W 5th St

Benton KY 42025

Advisors at this office

2

Most active in

Kentucky · Texas

Work history

13 years of industry experience

Raymond James Financial Services Advisors, Inc.

2020 - Present • 6 years

Benton, KY

Raymond James Financial Services, Inc.

2020 - Present • 6 years

Benton, KY

Edward Jones

2012 - 2020 • 8 years

Benton, KY

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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Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and is currently an insurance agent with The Life Associates. Buchanan serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors, offering brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason M

Series 66

Paducah, KY

Cetera

Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

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

Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corp. from 2016 to 2018. In addition to his advisory role, he is involved with Community Financial Services Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James since 2000. Berry has also been associated with Iroquois Federal and Iroquois Insurance, where she serves as an agent. Raymond James Financial Services Advisors provides financial planning and investment consulting services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored advisory solutions and specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
user avatar

Edward F

Series 63, Series 66

Mayfield, KY

Edward Jones

Edward Fitz Gerald is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he has ownership interests in a farm and an aviation business in Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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