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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.
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.
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.
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.
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.
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.
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.
Brittany B
Series 65
Walnut, MS
Cambridge Investment Research Advisors
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.
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