Danny Barfield, financial advisor Cleveland MS

Danny Barfield

CRD Number: 2766457
Current Firm: Raymond James Financial Services Advisors, Inc.

Danny Barfield (CRD# 2766457) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cleveland, MS and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Cleveland, MS Nov 2015 - Current 4
Raymond James Financial Services Advisors Inc. Cleveland, MS Nov 2015 - Current 4
Barfield, Salley And Associates Pllc Cleveland, MS Sep 1981 - Current 38
Next Financial Group Inc. Clevland, MS Feb 2009 - Nov 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Danny J. Barfield
Phone Number: 727-567-3020
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    103,692
    MILLIONS
  • Total Number of Accounts
    343,734
    ACCOUNTS
  • Average Account Value
    $301,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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