Gerald
Smith
Barnes Pettey Financial Advisors, LLC
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About this Advisor
Gerald Smith is a certified financial planner working out of Grenada, Mississippi with a total of 16 years of industry experience. Smith is currently employed by Barnes Pettey Financial Advisors, LLC. Throughout their career, they have worked at Barnes Pettey Financial Advisors, Raymond James Financial Services, Inc, Barnes Pettey Financial Advisors, LLC and Executor Of Brother-In-Law'S Will. Smith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Louisiana, Mississippi and Texas. Barnes Pettey Financial Advisors, LLC is a registered investment company that has its headquarters in Clarksdale, MS. It has offices in six locations and a total of 18 people on staff. It handles $965 million in assets under management among its 2,796 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to 12 charities and foundations. Of its 2,796 customer accounts, 29% belong to high-net-worth clients who have at least $1 million in investable assets. Barnes Pettey Financial Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by Barnes Pettey Financial Advisors, LLC likely consist of any combination 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
Gerald Smith Work History
Gerald has been registered as a financial advisor for 16 years.*
Executor Of Brother-In-Law'S Will
Barnes Pettey Financial Advisors, LLC
Barnes Pettey Financial Advisors
Raymond James Financial Services, Inc
*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 Gerald Smith 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.
