Joseph Simpson, financial advisor Clarksdale MS
96 score

Joseph Simpson

CRD Number: 3093722
Current Firm: Barnes Pettey Financial Advisors, LLC

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.

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Professional Designations
Company Name Location Dates Years
Barnes-pettey Financial Advisors, LLC Clarksdale, MS Jan 2017 - Current 1
Labpartners LLC Flowood, MS Jul 2016 - Current 1
Highland Capital Jackson, MS Nov 2014 - Current 3
Raymond James Financial Services, Inc, Jackson, MS Oct 2013 - Current 4
Raymond James Financial Services Advisors Inc. Jackson, MS Oct 2013 - Current 4
Capital Hotel Associates, LLC Jackson, MS Jan 2013 - Current 5
Iron Horse Restaurant LLC Jackson, MS Oct 2012 - Current 5
Simpson Family, LLC Jackson, MS Jan 2012 - Current 6
Irish Income Jackson, MS Feb 2007 - Current 11
Morgan Stanley Smith Barney Jackson, MS Jun 2009 - Oct 2013 4
Citigroup Global Markets Inc. Jackson, MS Feb 2009 - Oct 2013 4
Merrill Lynch, Pierce, Fenner & Smith Inc. Jackson, MS Jun 2003 - Feb 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Aug 2003
Contact Info for Joseph A. Simpson
Phone Number: 662-627-2225
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • 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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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