Joseph
Simpson
Barnes Pettey Financial Advisors, LLC
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About this Advisor
Joseph Simpson is a certified financial planner who works out of Clarksdale, Mississippi who has 6 years of industry experience. Simpson is an advisor for Barnes Pettey Financial Advisors, LLC. Simpson has gained experience at Irish Income, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Iron Horse Restaurant LLC, Capital Hotel Associates, LLC, Highland Capital, Simpson Family, LLC, Barnes-Pettey Financial Advisors, LLC and Labpartners LLC. Simpson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana, Mississippi and Texas. Barnes Pettey Financial Advisors, LLC is a business that has its headquarters in Clarksdale, MS. It has offices in six locations and a total of 18 financial advisors. It administers $965 million in total assets between its 2,796 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides services to 12 charities and foundations. Of its 2,796 customer accounts, 29% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Barnes Pettey Financial Advisors, LLC performs a wide assortment 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 vary depending on which services are offered. Fee types charged by Barnes Pettey Financial Advisors, LLC can be comprised 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
Joseph Simpson Work History
Joseph has been registered as a financial advisor for 6 years.*
Barnes-Pettey Financial Advisors, LLC
Raymond James Financial Services, Inc
Capital Hotel Associates, LLC
Iron Horse Restaurant LLC
Simpson Family, LLC
Irish Income
Labpartners LLC
Highland Capital
Raymond James Financial Services Advisors Inc
Citigroup Global Markets Inc
Morgan Stanley Smith Barney
*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 Joseph Simpson 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.
