Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Joe Barfield is an investment advisor representative at Raymond James Financial Services Advisors, Inc. and has been in the industry since August 21, 1996. Danny has a wide range of experience in the financial services industry, including working with both individuals and businesses. Danny specializes in providing financial planning, portfolio management, and pension consulting services. Danny is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in Arkansas, Florida, Georgia, Mississippi, Missouri, North Carolina, and Tennessee. In addition to his work at Raymond James, Danny is also a partner at Barfield, Salley and Associates, PLLC, an accounting firm. Danny's extensive experience and commitment to client service make him a valuable resource for anyone looking for financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MS
11/17/2015 - Present
Raymond James Financial Services Advisors, Inc. (CLEVELAND MS)
MS
02/10/2009 - 11/05/2015
NEXT FINANCIAL GROUP, INC. (CLEVLAND MS)
MS
08/22/1996 - 02/11/2009
H.D. VEST INVESTMENT SERVICES (CLEVELAND MS)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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