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Holmes Sherard Pettey

BARNES PETTEY FINANCIAL ADVISORS, LLC·CLARKSDALE, Mississippi
Unclaimed Profile
252 SUNFLOWER AVENUE, CLARKSDALE, MS 38614CRD# 1089212Firm CRD# 142944
01

About

Holmes Sherard Pettey 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
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
04

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# 1089212
Firm CRD# 142944
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holmes Sherard Pettey offer?
Holmes Sherard Pettey specializes in Financial Planning, Investment Management. Contact their office in CLARKSDALE, Mississippi for a consultation.
What are Holmes Sherard Pettey's credentials?
Holmes Sherard Pettey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holmes Sherard Pettey located?
Holmes Sherard Pettey 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 Holmes Sherard Pettey charge for services?
Holmes Sherard Pettey'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 in CLARKSDALE
Dudley Mcbee Barnes — BARNES PETTEY FINANCIAL ADVISORS, LLCGlenn Walton Cofield — BARNES PETTEY FINANCIAL ADVISORS, LLCGerald Arthur Smith — BARNES PETTEY FINANCIAL ADVISORS, LLCJulie Kelley Flowers — BARNES PETTEY FINANCIAL ADVISORS, LLCJanea Alaine Burgess — BARNES PETTEY FINANCIAL ADVISORS, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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