Daniel Joseph Barfield

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → Present
  Barfield Assoc, Cpas
  Oxford, MS
• 02/2009 → 09/2019
  Next Financial Group, Inc
  Houston, TX
• 04/2014 → 09/2019
  Barfield Wealth Management
  Oxford, MS
• 01/2026 → Present
  Accelerate Investment Advisors Llc
  Aliso Viejo, CA
• 09/2019 → Present
  Advisor Resource Council
  Oxford, MS

Previous Registrations

• 2014-07-08 → 2019-09-30
  Barfield Wealth Management
  Oxford, MS
• 2009-02-10 → 2014-07-08
  Next Financial Group, Inc.
  Oxford, MS
  Houston, TX
• 2001-09-26 → 2009-02-13
  Avantax Advisory Services
  Oxford, MS

Other Businesses

1) BARFIELD & ASSOCIATES PC CPAS POSITION: Officer NATURE: CPA FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 04/18/2000 ADDRESS: 1300 ACCESS RD, STE 200, Oxford MS 38655 DESCRIPTION: CPA FIRM; TAX RETURN PREPARATION AND ACCOUNTING 2) BARFIELD INVESTMENT PROPERTIES LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2014 ADDRESS: 405 Galleria Lane, Suite F, Oxford MS 38655 DESCRIPTION: ALL NORMAL AND DAILY OPERATIONS 3) BARFIELD WEALTH MANAGEMENT POSITION: OWNER NATURE: INSURANCE - LIFE/HEALTH; FIXED ANNUITIES; LONG TERM CARE ; DISABILITY INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/18/2000 ADDRESS: 405 Galleria Lane, Suite F, Oxford MS 38655 DESCRIPTION: INSURANCE SALES AND SERVICE 4) ACTIVE EMPLOYEE BENEFITS POSITION: OWNER NATURE: INSURANCE - LIFE/HEALTH; LONG TERM CARE; DISABILITY; GROUP DISABILITY; GROUP LIFE; GROUP HEALTH; ANCILLARY INSURANCE (DENTAL; VISION) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 04/01/2016 ADDRESS: 405 GALLERIA LANE, SUITE F, OXFORD MS 38655 DESCRIPTION: INSURANCE SALES AND SERVICE TO BUSINESSES 5) The Scout Guide; Not Investment Related; 1300 Access Rd STE 200 Oxford MS 38655; Print and Online Advertising and marketing; Member; April 2025; 5 per month; 5 per month during trading hours; The business sells ads in an annual guide and provided online marketing for the business that advertise. I do not intend to actively participate in the the business. I will own 50% and will invest in the startup of the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-04
• S63 Uniform Securities Agent State Law Examination
  1996-08-21

Designations

• Certified Financial Planner

Other Names

• Daniel Joseph Barfield