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RIA / WealthAdvisorCertified Financial Planner29 years in industry

LEWIS DANIEL AKERS

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a69edfb-24fe-98cf-cbef-3b536835c178

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 7, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 4, 1997
First registration: Jul 7, 1997
Dual registered: no
Other names: LEWIS D AKERS|DAN AKERS|L. DANIEL AKERS
IAPD individual key: 2883544

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Mar 1, 2022	n/a	yes	ASHEVILLE, NC\|NEWPORT BEACH, CA	Current employment
ALTAVISTA WEALTH MANAGEMENT, INC.	Former SEC adviser	Apr 1, 2004	Feb 25, 2022	no	ASHEVILLE, NC	Previous registration
ALTAVISTA WEALTH MANAGEMENT, INC.	Former SEC adviser	Sep 2, 2003	Oct 27, 2003	no	ASHEVILLE, NC	Previous registration
SAMCO FINANCIAL SERVICES, INC.	n/a	Apr 25, 2003	Dec 31, 2003	no	ASHEVILLE, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 7, 1997	Apr 28, 2003	no	HENDERSONVILLE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALTAVISTA WEALTH MANAGEMENT, INC.	BEACON POINTE ADVISORS, LLC	Feb 25, 2022	Mar 1, 2022	4	Firm change	RIA to RIA
SAMCO FINANCIAL SERVICES, INC.	ALTAVISTA WEALTH MANAGEMENT, INC.	Dec 31, 2003	Sep 2, 2003	-120	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SAMCO FINANCIAL SERVICES, INC.	Apr 28, 2003	Apr 25, 2003	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
122326:119290:NC:2022-02-24	Feb 25, 2022	Mar 1, 2022	ASHEVILLE, NC	Firm change

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Mar 1, 2022 to presentfactForm ADV
→ ALTAVISTA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 1, 2004 to Feb 25, 2022factForm ADV
→ SAMCO FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Apr 25, 2003 to Dec 31, 2003factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 7, 1997 to Apr 28, 2003factForm ADV

Dated events

Occurred
Feb 25, 2022
Advisor changed firm
Lewis Daniel Akers left Altavista Wealth Management, Inc. for Beacon Pointe Advisors, Llc (registered 2022-03-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a69edfb-24fe-98cf-cbef-3b536835c178
First observed: Jul 7, 1997
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEWIS DANIEL AKERS

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | ASHEVILLE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a69edfb-24fe-98cf-cbef-3b536835c178

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BEACON POINTE ADVISORS, LLC

Independent wealth

Mar 1, 2022

n/a

yes

ASHEVILLE, NC|NEWPORT BEACH, CA

Current employment

ALTAVISTA WEALTH MANAGEMENT, INC.

Former SEC adviser

Apr 1, 2004

Feb 25, 2022

ASHEVILLE, NC

Previous registration

ALTAVISTA WEALTH MANAGEMENT, INC.

Former SEC adviser

Sep 2, 2003

Oct 27, 2003

ASHEVILLE, NC

Previous registration

SAMCO FINANCIAL SERVICES, INC.

n/a

Apr 25, 2003

Dec 31, 2003

ASHEVILLE, NC

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jul 7, 1997

Apr 28, 2003

HENDERSONVILLE, NC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALTAVISTA WEALTH MANAGEMENT, INC.

BEACON POINTE ADVISORS, LLC

Feb 25, 2022

Mar 1, 2022

Firm change

RIA to RIA

SAMCO FINANCIAL SERVICES, INC.

ALTAVISTA WEALTH MANAGEMENT, INC.

Dec 31, 2003

Sep 2, 2003

-120

Firm change after gap

Other

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SAMCO FINANCIAL SERVICES, INC.

Apr 28, 2003

Apr 25, 2003

-3

Firm change

Other

Team

Left

Joined

From

Kind

122326:119290:NC:2022-02-24

Feb 25, 2022

Mar 1, 2022

ASHEVILLE, NC

Firm change