Smith Shellnut Wilson

Smith Shellnut Wilson (CRD# 106235) is a financial advisory firm headquartered in Madison, MS. They manage $1,918,569,678 in 484 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,919
    MILLION
  • 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
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.

AR, LA, MS, TX

Financial Advisors at Smith Shellnut Wilson
Showing 1 - 7 of 7 top financial advisors.
1
William P. Johnson, Jr.
CRD#: 5035708
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

William Johnson, Jr. (CRD# 5035708) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 11 years of experience in the finance industry.

2
Alan R. Leach
CRD#: 716449
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

Alan Leach (CRD# 716449) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 26 years of experience in the finance industry.

3
Kenneth M. Lott
CRD#: 4468666
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

Kenneth Lott (CRD# 4468666) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 10 years of experience in the finance industry.

4
Frank W. Smith
CRD#: 4469624
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

Frank Smith (CRD# 4469624) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 11 years of experience in the finance industry.

5
Frank W. Smith
CRD#: 4502633
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

Frank Smith (CRD# 4502633) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 13 years of experience in the finance industry.

6
Raymond F. Thompson
CRD#: 1855636
150 Fountains Blvd, Suite A, Madison, MS 39110
93
Wealthminder
score

Raymond Thompson (CRD# 1855636) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 11 years of experience in the finance industry.

7
David M. Medlin
CRD#: 6331232
150 Fountains Blvd, Suite A, Madison, MS 39110
88
Wealthminder
score

David Medlin (CRD# 6331232) is an Investment Advisor Representative working at Smith Shellnut Wilson in Madison, MS and has over 3 years of experience in the finance industry.

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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.