Holmes
Pettey
Barnes Pettey Financial Advisors, LLC
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About this Advisor
Holmes Pettey is a financial advisor working out of Clarksdale, Mississippi with a total of 16 years of relevant experience. Pettey currently works for Barnes Pettey Financial Advisors, LLC. Their career trajectory has included roles at Holmes Pettey, Inc, Raymond James Financial Services, Inc, Jpw Aviation, Barnes Pettey, Inc, Insurance, Real Estate, Barnes Pettey Financial Advisors LLC and Park Media. Pettey has a Series 63 license, designating them as a securities representative, and is able to serve investors in Louisiana, Mississippi and Texas. Barnes Pettey Financial Advisors, LLC is a company operating out of Clarksdale, MS. It has offices in six locations and a total of 18 people on staff. It administers $965 million in assets among its 2,796 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 2,796 accounts, 29% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on the type of services offered. Fees billed by Barnes Pettey Financial Advisors, LLC likely include 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
Holmes Pettey Work History
Holmes has been registered as a financial advisor for 16 years.*
Real Estate
Barnes Pettey, Inc
Jpw Aviation
Barnes Pettey Financial Advisors LLC
Park Media
Insurance
Raymond James Financial Services, Inc
Holmes Pettey, 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 Holmes Pettey 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
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