Dudley M. Barnes a CFP® affiliated with Raymond James Financial Services, member FINRA/SIPC has been named to the Forbes list of Best-In-State Wealth Advisors. The Forbes list, which recognizes advisors from national, regional and independent firms, was released online earlier this year.
“It’s a privilege to congratulate Dudley Barnes on this outstanding achievement,” said Scott Curtis, president of Raymond James Financial Services (Barnes Petty Financial Advisors is affiliated with Raymond James Financial Services).
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on data accumulation of qualitative criteria that comes from both telephone and in-person due diligence interviews and analysis.
Those advisors that are considered by Forbes for their Wealth Advisors list have a minimum of seven years’ experience. They also meet high standards with revenue trends, have exemplary records of assets under management, meet compliance records and demonstrate best practices in their management and approach to working with clients.
Disclaimer: Portfolio performance is not a criteria for this list due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK received a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Barnes Pettey Financial Advisors, LLC is located in Clarksdale, Grenada, Oxford and Jackson, MS, and Memphis, TN and currently manages more than $1 billion in client assets.
(Disclosure, ClarksdaleNews owner is a client of Homes Pettey of Barnes Petty in Clarksdale.)