Andrew
Yee
Barnes Pettey Financial Advisors, LLC
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About this Advisor
Andrew Yee is a certified financial planner who works out of Clarksdale, Mississippi with 16 years of relevant experience. Yee is an employee of Barnes Pettey Financial Advisors, LLC. Throughout their career, Yee has worked at Barnes Pettey Financial Advisors, LLC, Raymond James Financial Services, West Coast Life, Aig, Agent, Barnes Pettey Financial Advisors and Andrew C. Yee, LLC. Yee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Mississippi and Texas. Barnes Pettey Financial Advisors, LLC is a business based out of Clarksdale, MS. It has offices in six locations and a total of 18 employees. It manages $965 million in assets across its 2,796 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises 12 charities and foundations. Of its 2,796 accounts, 29% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Barnes Pettey Financial Advisors, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Barnes Pettey Financial Advisors, LLC Brokerage Details
$965,199,417
18
2,796
$345,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Yee Work History
Andrew has been registered as a financial advisor for 16 years.*
Andrew C. Yee, LLC
Barnes Pettey Financial Advisors, LLC
Barnes Pettey Financial Advisors, LLC
Raymond James Financial Services
Agent
Barnes Pettey Financial Advisors
West Coast Life
Aig
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Yee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Barnes Pettey Financial Advisors, LLC
Clarksdale, MS
Memphis, TN
Clarksdale, MS
Clarksdale, MS
Clarksdale, MS
Jackson, MS
Clarksdale, MS
Grenada, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
