Barfield Wealth Management

Barfield Wealth Management (CRD# 170733) is a financial advisory firm headquartered in Oxford, MS. They manage $33,163,617 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $321,977
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, TX

Financial Advisors at Barfield Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Barfield
CRD#: 2766439
405 Galleria Lane, Suite F, Oxford, MS 38655
93
Wealthminder
score

Daniel Barfield (CRD# 2766439) is an Investment Advisor Representative working at Barfield Wealth Management in Oxford, MS and has over 21 years of experience in the finance industry.

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