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Brittany Nicole Barnes

Advisor at Cambridge Investment Research Advisors — Walnut, MS

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Walnut, MS

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Brittany Barnes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has one year of industry experience, including prior work with Public Consultant Group. Outside of advising, she has been involved with Girl Scouts Heart of the South and has experience in photography and homeschooling. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, through a network of independent Financial Professionals. The firm offers a range of financial planning and investment management services with multiple custody and platform arrangements, proprietary and third-party model strategies, and both discretionary and non-discretionary approaches.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Walnut, MS

Walnut MS

Advisors at this office

1

Most active in

Mississippi

Work history

< 1 year of industry experience

Cambridge Investment Research Advisors

2025 - Present • 1 year

Fairfield, IA

Public Consultant Group

2022 - 2022 • 1 year

Boston, MA

Girl Scouts Heart of the South

2017 - Present • 9 years

Memphis, TN

Homeschool Mom

2016 - Present • 10 years

Walnut, MS

Brittany Barnes Photography

2011 - 2021 • 10 years

Walnut, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher M

Series 63, Series 65

Walnut, MS

19:21 Investing

Christopher Murphy is the sole advisor at 19:21 Investing, an independent advisory firm based in Walnut, Mississippi. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Northwestern Mutual and the Alabama Department of Transportation. 19:21 Investing provides portfolio management and financial planning services to individual and high-net-worth clients, using charting and technical analysis alongside long-term, short-term, and options trading strategies tailored to clients’ risk tolerances. The firm offers discretionary portfolio management with regular account reviews.

Options & derivatives strategies Cash flow / budgeting
user avatar

Gerald S

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Gerald Smith Jr. is a CFP® professional with 28 years of industry experience. He has been with Barnes Pettey Financial Advisors, LLC since 2006 and previously worked at Raymond James Financial Services, Inc. for 29 years. In addition to his advisory role, he is a licensed independent life insurance agent specializing in accident and health, life, variable life, and variable annuity products. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds customized portfolios using a variety of investment strategies and instruments tailored to each client’s objectives, risk tolerance, tax situation, and liquidity needs.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Holmes P

Series 63

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Holmes Pettey is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Barnes Pettey since 2007 and previously worked at PARK Media and Raymond James Financial Services. Outside of his advisory work, he is a business partner at JPW Aviation and serves as president of the Winter Colony HOA board in a volunteer capacity. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a client-specific approach using both fundamental and technical analysis and offers a broad investment universe that includes mutual funds, equities, bonds, alternative funds, and external manager selections.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Richard D

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Richard Devoe is a financial advisor at Barnes Pettey Financial Advisors, LLC with 27 years of industry experience. He holds the CFP® designation and has worked with firms including Raymond James Financial Services and Security Holdings, LLC. Devoe is also CEO and partner of Devoe Carr, PLLC, an accounting firm. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and employs a client-specific approach using a broad range of investments and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Daniel M

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Daniel Myrick is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., Barnes Pettey Financial Advisor, LLC, the Reclaimed Project, and the Quitman County School District. He is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and tailors portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, utilizing a wide range of investment products and strategies.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Julie F

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Julie Flowers is a financial advisor with Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation and 19 years of industry experience. She has worked at Barnes Pettey since 2006 and was previously with Raymond James Financial Services, Inc. for 18 years. Outside of financial advising, she is a non-active partner in several agricultural and farming businesses with her spouse. Barnes Pettey Financial Advisors, LLC provides investment management, personalized financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages $1.31 billion in assets and builds client portfolios using a client-specific approach that incorporates fundamental and technical analysis and a wide range of investment options.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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