Smith Shellnut Wilson

Smith Shellnut Wilson (CRD# 106235) is a financial advisory firm headquartered in Ridgeland, MS. They manage $3,093,797,958 in 584 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,094
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $5,297,599
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.

AL, AR, LA, MS, TX

Financial Advisors at Smith Shellnut Wilson
Showing 1 - 8 of 8 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 21 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 3 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 14 years of experience in the finance industry.

4
David M. Medlin
CRD#: 6331232
661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157

David Medlin (CRD# 6331232) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 6 years of experience in the finance industry.

5
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 14 years of experience in the finance industry.

6
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 16 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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 22 years of experience in the finance industry.

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