Holmes Pettey, financial advisor Clarksdale MS
96 score

Holmes Pettey

CRD Number: 1089212
Current Firm: Barnes Pettey Financial Advisors, LLC

Holmes Pettey (CRD# 1089212) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 34 years of experience in the finance industry. Holmes Pettey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Real Estate Ft. Lauderdale, FL Aug 2012 - Current 5
Barnes Pettey Financial Advisors LLC Clarksdale, MS Apr 2007 - Current 11
Jpw Aviation Clarksdale, MS Sep 2005 - Current 12
Park Media Memphis, TN Sep 2005 - Current 12
Barnes Pettey Clarksdale, MS Jan 1984 - Current 34
Insurance Clarksdale, MS Jan 1984 - Current 34
Raymond James Financial Services, Inc. St Petersburg, FL Dec 1982 - Current 35
Holmes Pettey, Inc. Sherard, MS Mar 1978 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Contact Info for Holmes S. Pettey
Phone Number: 662-627-2225
Registered State(s):
  • LA
  • TX
  • MS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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