Best Investors Account Sign in
Inactive

Daniel Jackson Myrick

Barnes Pettey Financial Advisors, LLC

Clarksdale, MS

CRD 7702001

Claim This Profile
Employer firm

Barnes Pettey Financial Advisors, LLC CRD 142944

$1.31B regulatory AUM 95 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:

Current Employers
Barnes Pettey Financial Advisors, Llc

252 Sunflower Avenue, Clarksdale, MS 38614 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-04-05
TX RA APPROVED 2024-04-03
MS RA APPROVED 2023-09-06
  • LA RA
    APPROVED
    Since 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-03
  • MS RA
    APPROVED
    Since 2023-09-06

Branch Locations

252 Sunflower Avenue, Clarksdale, MS 38614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barnes Pettey Financial Advisor, Llc Clarksdale MS 02/2023 08/2023
Reclaimed Project Marks MS 08/2021 02/2023
Quitman County School District Marks MS 08/2016 07/2021
Barnes Pettey Financial Advisors, Llc Clarksdale MS 09/2023 Present
Raymond James Financial Services, Inc. Clarksdale MS 07/2023 07/2025
  • 02/2023 → 08/2023
    Barnes Pettey Financial Advisor, Llc
    Clarksdale, MS
  • 08/2021 → 02/2023
    Reclaimed Project
    Marks, MS
  • 08/2016 → 07/2021
    Quitman County School District
    Marks, MS
  • 09/2023 → Present
    Clarksdale, MS
  • 07/2023 → 07/2025
    Raymond James Financial Services, Inc.
    Clarksdale, MS
Other Businesses

Licensed Independent Life Insurance Agent -Accident & Health or Sickness, Life, Variable Life and Variable Annuity - investment related: yes, less than 5 hours a week dedicated to this activity, minimal during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2023-09-05

View on SEC IAPD

Nearby Investors

More in Clarksdale, MS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor