Unclaimed Profile

Kenneth Monroe Lott

SMITH SHELLNUT WILSON LLC·MADISON, Mississippi

Series 65Clean record19 years registeredSMITH SHELLNUT WILSON LLC

150 FOUNTAINS BLVD, MADISON, MS 39110CRD# 4468666Firm CRD# 106235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Monroe Lott · MADISON, MS

Registration

CRD #4468666 · SMITH SHELLNUT WILSON LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMITH SHELLNUT WILSON LLC

SMITH SHELLNUT WILSON

Nov 2006 – Mar 2019

MADISON, MS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH SHELLNUT WILSON LLC

CRD 106235 · SEC 801-49071

AUM

$7.2B

Regulatory assets under management

Employees

696 client accounts

Services offered by SMITH SHELLNUT WILSON LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Educational seminars/workshops

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH SHELLNUT WILSON LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Monroe Lott offer?

Kenneth Monroe Lott specializes in Financial Planning, Investment Management, Wealth Management, Financial Education.

What are Kenneth Monroe Lott's credentials?

Kenneth Monroe Lott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Monroe Lott located?

Kenneth Monroe Lott is based in MADISON, Mississippi, last registered with SMITH SHELLNUT WILSON LLC.

How does Kenneth Monroe Lott charge for services?

Kenneth Monroe Lott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH SHELLNUT WILSON LLC?

SMITH SHELLNUT WILSON LLC has approximately 16 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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