Joseph Friend (CRD# 5869701) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Memphis, TN and has over 12 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barnes Pettey Financial Advisors, LLC | Memphis, TN | Mar 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | Memphis, TN | Jul 2013 - Current | 10 |
| Barnes-pettey Financial Advisors, LLC | Memphis, TN | Mar 2019 - Jan 2024 | 4 |
| Raymond James Financial Services Advisors Inc. | Memphis, TN | Jul 2013 - Oct 2019 | 6 |
| Apis Investment Group | Memphis, TN | Jul 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- TN
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Total Assets Under Management1,088MILLIONS
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Total Number of Accounts2,816ACCOUNTS
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Average Account Value$386,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, FL, GA, LA, MS, NC, NE, SC, TN, TX, VA
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