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Holmes Sherard Pettey

BARNES PETTEY FINANCIAL ADVISORS, LLC·CLARKSDALE, Mississippi
SIE, Series 3, Series 7, Series 63Clean record20 years registeredBARNES PETTEY FINANCIAL ADVISORS, LLC
252 SUNFLOWER AVENUE, CLARKSDALE, MS 38614CRD# 1089212Firm CRD# 142944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Holmes Sherard Pettey · CLARKSDALE, MS
Registration
CRD #1089212 · BARNES PETTEY FINANCIAL ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BARNES PETTEY FINANCIAL ADVISORS, LLC
Feb 2007 – present
BARNES PETTEY FINANCIAL ADVISORS
Dec 2005 – Feb 2007
CLARKSDALE, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Registration record
First registered · December 5, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARNES PETTEY FINANCIAL ADVISORS, LLC
CRD 142944 · SEC 801-67555
AUM
$1.1B
Regulatory assets under management
Employees
15
2,816 client accounts
Services offered by BARNES PETTEY FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARNES PETTEY FINANCIAL ADVISORS, LLC →
Introduction

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05

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 at BARNES PETTEY FINANCIAL ADVISORS, LLC

Dudley Mcbee Barnes
CLARKSDALE, MS
Gerald Arthur Smith
CLARKSDALE, MS
CFP
Glenn Walton Cofield
CLARKSDALE, MS
Julie Kelley Flowers
CLARKSDALE, MS

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Research
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