Joseph Friend
Investment adviser representative at Barnes Pettey Financial Advisors, LLC
16 yearsExperience
3 statesRegistered in
$1.3BFirm assets
19 yearsFirm in business
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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
16 years in the industry.
- Barnes Pettey Financial Advisors, LLCOct 2010 to now
- Raymond James Financial Services, Inc.Jul 2013 to Jul 2025
- Apis Investment GroupJul 2013 to Mar 2017
- Raymond James Financial Services Advisors Inc.Jul 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (LA, TN, 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
- 5869701
- Firm CRD
- 142944