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Sean Michael Hurley

Advisor at LPL Financial — Pikeville, KY 346 N Mayo Trail

Updated today

Credentials

Series 66

Experience

9 years

Location

Pikeville, KY 41501

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,474 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Sean Hurley is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Landrum & Shouse LLP, and the University of Kentucky. He is also involved with Community Trust Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Pikeville, KY 346 N Mayo Trail

346 N Mayo Trail

Pikeville KY 41501

Advisors at this office

1

Most active in

Kentucky

Work history

9 years of industry experience

LPL Financial

2019 - Present • 7 years

Pikeville, KY

Community Trust Bank

2019 - Present • 7 years

Pikeville, KY

Bank of AMerica, N.A.

2017 - 2019 • 2 years

Pikeville, KY

Merrill

2017 - 2019 • 2 years

Pikeville, KY

UNEMPLOYED

2016 - 2017 • 1 year

Williamson, WV

Landrum & Shouse, LLP

2014 - 2016 • 2 years

Lexington, KY

University of Kentucky

2014 - 2016 • 2 years

Lexington, 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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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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Jimmy B

ChFC®, Series 63

Belfry, KY

First Financial Coaching, Inc.

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.

Founder/Business Owner
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Oliver W

Series 63, Series 65

Pikeville, KY

Calton & Associates, Inc.

Oliver Williamson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Calton & Associates since 2003 and has a prior career at Childers & Venters dating back to 1990. Outside of his advisory role, he owns and directs a frozen yogurt business, Orange Leaf, and manages a property management and handyman services company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines brokerage, insurance, and advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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William B

Series 66

Pikeville, KY

Calton & Associates, Inc.

William Branham IV is a financial advisor with Calton & Associates, Inc. in Pikeville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Calton & Associates in 2017, he worked as a professional golfer for one year. Outside of his advisory role, he volunteers as an assistant coach for boys' golf and basketball at Pikeville Independent Schools. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both fee-based and commissionable products and employs various investment strategies tailored to clients’ goals, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Matthew D

CFP®, Series 66

Pikeville, KY

Truist Advisory Services

Matthew Day is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with Truist Advisory Services and has prior experience with LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its client offerings.

Founder/Business Owner Executive
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