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Brittany Barnes

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Walnut, MS

Credentials

Series 65

Industry experience

< 1 year

About

Brittany Barnes is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. She has been with Cambridge since 2025 and previously worked at Public Consultant Group in 2022. Outside of her advisory work, she has extensive experience as a homeschool mom and has been involved with the Girl Scouts Heart of the South since 2017. She also operated Brittany Barnes Photography for ten years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

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

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Walnut, MS

Most active in

Mississippi

Work history

Cambridge Investment Research Advisors

2025 - Present (1 year)

Public Consultant Group

2022 - 2022 (1 year)

Girl Scouts Heart of the South

2017 - Present (9 years)

Homeschool Mom

2016 - Present (10 years)

North Tippah School Distrist

2014 - 2016 (2 years)

Brittany Barnes Photography

2011 - 2021 (10 years)

Disclosures

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

Business activities & affiliations

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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.

Options & derivatives strategies Cash flow / budgeting
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Gerald S

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Gerald Smith is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Barnes Pettey Financial Advisors, LLC since 2006. Prior to that, he worked at Raymond James Financial Services, Inc. for 29 years. He is also a licensed independent life insurance agent with limited involvement in insurance-related activities. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and serves over 2,100 accounts through a team of eight advisors.

Private / alternative investments Options & derivatives strategies Real estate investing
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Holmes P

Series 63

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Holmes Pettey is a financial advisor at Barnes Pettey Financial Advisors, LLC with 43 years of industry experience. He has worked at Raymond James Financial Services, Inc. and PARK Media prior to joining Barnes Pettey in 2007. Outside of his advisory role, he is a partner in JPW Aviation and serves as president of the Winter Colony Homeowners Association. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $1.123 billion in client assets and offers tailored portfolios using a variety of investment vehicles, integrating comprehensive financial planning and ongoing monitoring through a team of eight advisors.

Private / alternative investments Options & derivatives strategies Real estate investing
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Richard D

CFP®, Series 63, Series 65

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Richard Devoe is a CFP® with 26 years of experience in the financial services industry. He is a partner at Barnes Pettey Financial Advisors, LLC and has been with the firm since 2002. Devoe is also the CEO and partner of Devoe Carr, PLLC, an accounting firm, and is involved in a hunting club as a partner and owner. Barnes Pettey Financial Advisors, LLC provides investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $1 billion in assets across a diverse range of investment vehicles and integrates comprehensive financial planning into its advisory process.

Private / alternative investments Options & derivatives strategies Real estate investing
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Daniel M

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Daniel Myrick is a financial advisor at Barnes Pettey Financial Advisors, LLC in Clarksdale, MS, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Raymond James Financial Services, Inc., the Reclaimed Project, Quitman County School District, and the University of Mississippi. He is also a licensed independent life insurance agent with limited activity outside of his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets across more than 2,100 accounts and offers tailored portfolios using a range of investment vehicles and analysis techniques.

Private / alternative investments Options & derivatives strategies Real estate investing
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Julie F

Series 66

Clarksdale, MS

Barnes Pettey Financial Advisors, LLC

Julie Flowers is a financial advisor at Barnes Pettey Financial Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services, Inc. from 2007 to 2025. Outside of her advisory role, she is a non-active partner in several agricultural businesses with her spouse. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm manages over $1.1 billion in client assets and offers portfolios tailored to client objectives using a range of investment vehicles and analysis techniques.

Private / alternative investments Options & derivatives strategies Real estate investing
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