Smith Shellnut Wilson

Smith Shellnut Wilson (CRD# 106235) is a financial advisory firm headquartered in Ridgeland, MS. They manage $6,154,922,489 in 600 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,155
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $10,258,204
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
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.

LA, MS, TX

Financial Advisors at Smith Shellnut Wilson
Showing 1 - 10 of 10 top financial advisors.
1
Belinda A. Fields
CRD#: 3194276
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Belinda Fields (CRD# 3194276) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 23 years of experience in the finance industry.

2
Robert B. Fioretti
CRD#: 6846156
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Robert Fioretti (CRD# 6846156) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 4 years of experience in the finance industry.

3
William P. Johnson, Jr.
CRD#: 5035708
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

William Johnson, Jr. (CRD# 5035708) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 15 years of experience in the finance industry.

4
Frank W. Smith
CRD#: 4469624
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Frank Smith (CRD# 4469624) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 15 years of experience in the finance industry.

5
Frank W. Smith
CRD#: 4502633
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Frank Smith (CRD# 4502633) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 17 years of experience in the finance industry.

6
Raymond F. Thompson
CRD#: 1855636
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Raymond Thompson (CRD# 1855636) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 15 years of experience in the finance industry.

7
Lauren B. Eikner
CRD#: 7323546
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Lauren Eikner (CRD# 7323546) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has 1 year of experience in the finance industry. Lauren Eikner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James R. Guess
CRD#: 7530115
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

James Guess (CRD# 7530115) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has 1 year of experience in the finance industry.

9
Michael C. Laurence
CRD#: 6726403
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

Michael Laurence (CRD# 6726403) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has 1 year of experience in the finance industry.

10
David D. Williams
CRD#: 2985006
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

David Williams (CRD# 2985006) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.