Mississippi Investment Management Company

Mississippi Investment Management Company (CRD# 152588) is a financial advisory firm headquartered in Ridgeland, MS. They manage $119,818,979 in 165 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $726,176
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MS, TX

Financial Advisors at Mississippi Investment Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Julia M. Ott
CRD#: 1763486
1018 Highland Colony Pkwy, Suite 600, Ridgeland, MS 39157
93
Wealthminder
score

Julia Ott (CRD# 1763486) is an Investment Advisor Representative working at Mississippi Investment Management Company in Ridgeland, MS and has over 28 years of experience in the finance industry.

2
Forbes L. Watson
CRD#: 1050748
1018 Highland Colony Parkway, Suite 600, Ridgeland, MS 39157
93
Wealthminder
score

Forbes Watson (CRD# 1050748) is an Investment Advisor Representative working at Mississippi Investment Management Company in Ridgeland, MS and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.