Barnes Pettey Financial Advisors, LLC

Barnes Pettey Financial Advisors, LLC (CRD# 142944) is a financial advisory firm headquartered in Clarksdale, MS. They manage $919,821,974 in 3,341 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    920
    MILLION
  • Total Number of Accounts
    3,341
    ACCOUNTS
  • Average Account Value
    $275,313
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
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.

AL, AR, CA, CO, FL, GA, LA, MS, NC, SC, TN, TX, VA

Financial Advisors at Barnes Pettey Financial Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Richard L. Devoe
CRD#: 3229112
252 Sunflower Avenue, Clarksdale, MS 38614
96
Wealthminder
score

Richard Devoe (CRD# 3229112) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 18 years of experience in the finance industry. Richard Devoe 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.

2
Holmes S. Pettey
CRD#: 1089212
252 Sunflower Avenue, Clarksdale, MS 38614
96
Wealthminder
score

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.

3
Joseph A. Simpson
CRD#: 3093722
252 Sunflower Avenue, Clarksdale, MS 38614
96
Wealthminder
score

Joseph Simpson (CRD# 3093722) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 18 years of experience in the finance industry. Joseph Simpson 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.

4
Gerald A. Smith
CRD#: 2808361
252 Sunflower Ave, Clarksdale, MS 38614
96
Wealthminder
score

Gerald Smith (CRD# 2808361) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 19 years of experience in the finance industry. Gerald Smith 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.

5
Andrew C. Yee
CRD#: 5121728
252 Sunflower Avenue, Clarksdale, MS 38614
96
Wealthminder
score

Andrew Yee (CRD# 5121728) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 10 years of experience in the finance industry. Andrew Yee 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.

6
Ryan H. Barnes
CRD#: 4627670
4500 1-55 N, Suite 279, Jackson, MS 39211
93
Wealthminder
score

Ryan Barnes (CRD# 4627670) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Jackson, MS and has over 14 years of experience in the finance industry.

7
Glenn W. Cofield
CRD#: 1714379
6060 Poplar Ave, Suite 276, Memphis, TN 38119
93
Wealthminder
score

Glenn Cofield (CRD# 1714379) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Memphis, TN and has over 24 years of experience in the finance industry.

8
Julie K. Flowers
CRD#: 5153618
252 Sunflower Ave., Clarksdale, MS 38614
93
Wealthminder
score

Julie Flowers (CRD# 5153618) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 10 years of experience in the finance industry.

9
Joseph Friend
CRD#: 5869701
252 Sunflower Avenue, Clarksdale, MS 38614
93
Wealthminder
score

Joseph Friend (CRD# 5869701) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS and has over 6 years of experience in the finance industry.

10
William E. Loveless
CRD#: 4353442
6060 Poplar Ave, Suite 415, Memphis, TN 38119
93
Wealthminder
score

William Loveless (CRD# 4353442) is an Investment Advisor Representative working at Barnes Pettey Financial Advisors, LLC in Memphis, TN and has over 16 years of experience in the finance industry.

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