Richard
Devoe
Barnes Pettey Financial Advisors, LLC
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About this Advisor
Richard Devoe is a certified financial planner operating out of Clarksdale, Mississippi who has 16 years of relevant experience. Devoe is on the advisory team at Barnes Pettey Financial Advisors, LLC. During their career, Devoe has held roles at Security Holdings, LLC, Barnes Pettey Financial Advisors, LLC, Raymond James Financial Services, Devoe Carr, Pllc and Barnes-Pettey Financial Advisors. Devoe has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Mississippi. Barnes Pettey Financial Advisors, LLC is an advisory firm based out of Clarksdale, MS. It has offices in six locations and a total of 18 financial advisors. It oversees $965 million in assets under management between its 2,796 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 2,796 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, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, 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
Richard Devoe Work History
Richard has been registered as a financial advisor for 16 years.*
Devoe Carr, Pllc
Barnes Pettey Financial Advisors, LLC
Barnes-Pettey Financial Advisors
Raymond James Financial Services
Security Holdings, LLC
*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 Richard Devoe 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.
