Frank Smith, financial advisor Madison MS
93 score

Frank Smith

CRD Number: 4469624
Current Firm: Smith Shellnut Wilson

Frank Smith (CRD# 4469624) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Smith Shellnut Wilson LLC Ridgeland, MS Jun 1995 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Frank W. Smith
Phone Number: 601-605-1776
Firm Website: http://www.ssw1776.com
Registered State(s):
  • AR
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    1,919
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $3,963,987
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Security ratings or pricing services
Types of Clients
Registered States

AR, LA, MS, TX

Ready to hire a financial advisor? Get competitive proposals from Frank Smith and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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