Richard Lee Devoe

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:

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

Current Employers

Employment History

• 07/2008 → 08/2017
  Security Holdings, Llc
  Oxford, MS
• 02/2002 → Present
  Barnes Pettey Financial Advisors, Llc
  Oxford, MS
• 11/2011 → Present
  Devoe Carr, Pllc
  Oxford, MS
• 10/1999 → 07/2025
  Raymond James Financial Services
  Oxford, MS

Previous Registrations

• 2005-11-30 → 2007-02-14
  Barnes Pettey Financial Advisors
  Oxford, MS

Other Businesses

Name of Business: Devoe Carr, Pllc Address: 1420 North Lamar Blvd, Oxford, MS 38655, oxford, MS, 38655, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO, Partner Investment Related: No Start Date: 07/01/1993 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10. Tallahatchie County, MS, Brazil, MS, 38963, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/28/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: hunting club member/owner. 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

• S65 Uniform Investment Adviser Law Examination
  2004-09-10
• S63 Uniform Securities Agent State Law Examination
  1999-08-10

Designations

• Certified Financial Planner

Other Names

• Richard L Devoe