Clarksdale’s Dudley M. Barnes, CFP, of Barnes Pettey Financial Advisors, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data.
Those advisors that are considered have a minimum of seven years’ experience and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Barnes, who joined Raymond James in 1976, has more than 44 years of experience in the financial services industry offering Financial Planning and Wealth Management. His office is located at 252 Sunflower Avenue and is a fixture on the banks of the Sunflower River in Clarksdale.
The list, which recognizes advisors from national, regional and independent firms, was released online Jan. 16.
To reach Barnes or the advisors at Barnes Pettey Financial Advisors, more information can be found at www.barnespettey.com or by calling 662-627-2225.
