Gerald Arthur Smith
Investment adviser representative at Barnes Pettey Financial Advisors, LLC
30 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Barnes Pettey Financial Advisors, LLCApr 2006 to now
- Raymond James Financial Services, Inc.Aug 1996 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Barnes Pettey Financial Advisors, LLC
$1.3BAssets managed
3,303Clients
8Advisers
19 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
- 2808361
- Firm CRD
- 142944