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Gerald Arthur Smith

BARNES PETTEY FINANCIAL ADVISORS, LLC·CLARKSDALE, Mississippi
Clean recordBARNES PETTEY FINANCIAL ADVISORS, LLC
252 SUNFLOWER AVENUE, CLARKSDALE, MS 38614CRD# 2808361Firm CRD# 142944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Arthur Smith · CLARKSDALE, MS
Registration
CRD #2808361 · BARNES PETTEY FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Arthur Smith is a registered financial advisor based in CLARKSDALE, Mississippi, affiliated with BARNES PETTEY FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BARNES PETTEY FINANCIAL ADVISORS, LLC
BARNES PETTEY FINANCIAL ADVISORS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BARNES PETTEY FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 2808361
Firm CRD# 142944
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Arthur Smith offer?
Gerald Arthur Smith specializes in Financial Planning, Investment Management. Contact their office in CLARKSDALE, Mississippi for a consultation.
What are Gerald Arthur Smith's credentials?
Gerald Arthur Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Arthur Smith located?
Gerald Arthur Smith is based in CLARKSDALE, Mississippi, working with BARNES PETTEY FINANCIAL ADVISORS, LLC. Their office serves clients in the CLARKSDALE metropolitan area and surrounding communities.
How does Gerald Arthur Smith charge for services?
Gerald Arthur Smith's firm is compensated through percentage of aum, hourly charges, subscription fees, other: i.e. percentage of assets in 401k plans/third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNES PETTEY FINANCIAL ADVISORS, LLC?
BARNES PETTEY FINANCIAL ADVISORS, LLC has approximately 15 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARNES PETTEY FINANCIAL ADVISORS, LLC

Dudley Mcbee Barnes
CLARKSDALE, MS
Glenn Walton Cofield
CLARKSDALE, MS
Holmes Sherard Pettey
CLARKSDALE, MS
Janea Alaine Burgess
CLARKSDALE, MS
Julie Kelley Flowers
CLARKSDALE, MS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)TUPELO (6)FLOWOOD (5)MOSS POINT (4)STARKVILLE (4)CLINTON (3)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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