Michael Frank Barnett
Investment adviser representative at Mitchell, Mcleod, Pugh & Williams, Inc.
12 yearsExperience
2 statesRegistered in
$2.7BFirm assets
20 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mitchell, Mcleod, Pugh & Williams, Inc.Jun 2022 to now
- Morgan Stanley Private Bank, N.AAug 2017 to now
- Morgan Stanley Private Bank, National AssociationAug 2017 to Jun 2022
- Morgan StanleyJul 2017 to Jun 2022
- Kestra Advisory Services, LLCJan 2017 to Jul 2017
- Kestra Investment Services, LLCJan 2017 to Jul 2017
- Financial Strategies LLCJul 2016 to Jul 2017
- Bbva CompassApr 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Mitchell, Mcleod, Pugh & Williams, Inc.
$2.7BAssets managed
1,046Clients
10Advisers
20 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
- 6711619
- Firm CRD
- 138240