DB
DB

Danny Barfield

29 Years of Experience
Cleveland, MS
Broker

Danny Barfield is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cleveland, MS, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

698 South Street, Suite 1318, Cleveland, MS, 38732

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Danny is a partner at Barfield, Salley and Associates, PLLC, a CPA firm, since 2018. He is also a part owner of Golden Harvest Financial Services and attends board meetings for Horton Waste Services, Inc., dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2015 - Present · 10 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Next Financial Group, INC.Broker
February 2009 - November 2015 · 6 yrs 9 mos
Next Financial Group, INC.
February 2009 - November 2015 · 6 yrs 9 mos
H.D. Vest Advisory Services, INC
January 1999 - February 2009 · 10 yrs 1 mo
H.D. Vest Investment ServicesBroker
August 1996 - February 2009 · 12 yrs 6 mos
State Registrations7 states
ARFLGAMOMSNCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.