Richard Lee Devoe
Investment adviser representative at Barnes Pettey Financial Advisors, LLC
27 yearsExperience
1 stateRegistered 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
27 years in the industry.
- Devoe Carr, PllcNov 2011 to now
- Barnes Pettey Financial Advisors, LLCFeb 2002 to now
- Security Holdings, LLCJul 2008 to Aug 2017
- Raymond James Financial ServicesOct 1999 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 3229112
- Firm CRD
- 142944