Holmes
Pettey

Barnes Pettey Financial Advisors, LLC

CRD#1089212
Investment Advisor
in Clarksdale, MS

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About this Advisor

Holmes Pettey is a financial advisor based in Clarksdale, Mississippi, working with Barnes Pettey Financial Advisors, LLC. Holmes has previously held positions at Raymond James Financial Services, Inc, Barnes Pettey Financial Advisors, LLC, and Park Media. Holmes has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, Holmes is part of Barnes Pettey Financial Advisors, LLC, which operates out of Clarksdale, Mississippi. The firm has 6 offices and 15 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Barnes Pettey Financial Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

252 Sunflower Avenue
Clarksdale, MS 38614

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Barnes Pettey Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,087,865,356

MS Average: $479,240,389
Total Number of Employees

15

MS Average: 11
Total Number of Accounts

2,816

MS Average: 582
Average Account Size

$386,316

MS Average: $823,437

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

2007 - Present (17 years)

Barnes Pettey Financial Advisors, LLC

1982 - Present (42 years)

Raymond James Financial Services, Inc

2005 - 2020 (15 years)

Park Media

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

Daniel Myrick
Clarksdale, MS
Joseph Friend
Memphis, TN
Kathryn Hodges
Clarksdale, MS
Andrew Yee
Clarksdale, MS
Julie Flowers
Clarksdale, MS
Ryan Barnes
Clarksdale, MS
Richard Devoe
Clarksdale, MS
Gerald Smith
Grenada, MS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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