Daniel Joseph Barfield
Investment adviser representative at Advisor Resource Council
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Accelerate Investment Advisors LLCJan 2026 to now
- Advisor Resource CouncilSep 2019 to now
- Barfield Assoc, CpasApr 2000 to now
- Barfield Wealth ManagementApr 2014 to Sep 2019
- Next Financial Group, IncFeb 2009 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (MS).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2766439
- Firm CRD
- 164109