user avatar

Daniel Jackson Myrick

Advisor at Barnes Pettey Financial Advisors, LLC — Clarksdale, MS

Updated today

Credentials

Series 66

Experience

3 years

Location

Clarksdale, MS 38614

Barnes Pettey Financial Advisors, LLC logo

Barnes Pettey Financial Advisors, LLC

Team

Total advisors

8

Across 4 offices

Clients per advisor

378 Very High

Avg AUM per client

$326,849 Very Low

HNW client ratio

31% Typical

About

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.

Client services

Based on Barnes Pettey Financial Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Barnes Pettey Financial Advisors, LLC

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees ranging from $750 to $3,000 for financial planning services

Percentage

$0 - $1,000,000: 1.25% Over $1,000,000 - $2,000,000: 1.10% Over $2,000,000 - $5,000,000: 0.95% Over $5,000,000 - $10,000,000: 0.80% Over $10,000,000+: 0.65%

Commissions

Some representatives are licensed insurance professionals who may earn commissions for selling insurance products

Project-based

Hourly fee rate up to $200 for financial planning services

Other

Fee-only: Fixed fees ranging from $750 to $3,000 for financial planning services; hourly fees up to $200 per hour

Location

See office

Clarksdale, MS

252 Sunflower Ave.

Clarksdale MS 38614

Advisors at this office

5

Most active in

Louisiana · Mississippi · Texas

Work history

3 years of industry experience

Barnes Pettey Financial Advisors, LLC

2023 - Present • 3 years

Clarksdale, MS

Raymond James Financial Services, Inc.

2023 - 2025 • 2 years

Clarksdale, MS

Barnes Pettey Financial Advisor, LLC

2023 - 2023 • 1 year

Clarksdale, MS

Reclaimed Project

2021 - 2023 • 2 years

Marks, MS

Quitman County School District

2016 - 2021 • 5 years

Marks, 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)
user avatar

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)
user avatar

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)
user avatar

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)
user avatar

Belma C

Series 66

Clarksdale, MS

Cetera

Belma Cager is a financial advisor at Cetera with 15 years of industry experience and holds the Series 66 designation. Her career includes roles at CB&S Financial Services, Concourse Financial Group Securities Inc, and Regions Bank. She serves as a board member of the Clarksdale Chamber of Commerce, participating in local event planning and budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing diverse program structures and affiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)