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 10 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 25 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 10 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 12 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 10 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 2 years of experience in the finance industry.

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