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Advisors / New York / Williamsville
19yrs

John Byron

Financial advisor at LPL Enterprise

Based in Williamsville, New York, John Byron is a fiduciary financial advisor with 19 years of industry experience. John joined LPL Enterprise in 2026, after 18 years at Merrill. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 522 advisors with offices in Williamsville, and one of 459 fiduciaries.

Williamsville, NY 14221Fiduciary advisor
Call LPL EnterpriseDirections

At a glance

Experience19 years (since 2008)
How that compares ?More experience than 67% of advisors at LPL Enterprise
Office100 College Parkway Suite 220, Williamsville, NY 14221
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state

Services through LPL Enterprise

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jun 2026 – now
  2. 2008 – 2026
    MerrillPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call LPL Enterprise at (704) 733-3300 and ask for John Byron. John works from the Williamsville, NY office.

How long has John been a financial advisor?

John has been in the industry since 2008, about 19 years. More experience than 67% of advisors at LPL Enterprise.

What licenses does John hold?

Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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