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Steven Patrick Given

SMITH SHELLNUT WILSON LLC·MADISON, Mississippi
Unclaimed Profile
150 FOUNTAINS BLVD, MADISON, MS 39110CRD# 5758987Firm CRD# 106235
01

About

Steven Patrick Given is a registered financial advisor based in MADISON, Mississippi, affiliated with SMITH SHELLNUT WILSON LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Financial Education
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SMITH SHELLNUT WILSON LLC
SMITH SHELLNUT WILSON
AUM
$7.2B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SMITH SHELLNUT WILSON LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5758987
Firm CRD# 106235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Patrick Given offer?
Steven Patrick Given specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in MADISON, Mississippi for a consultation.
What are Steven Patrick Given's credentials?
Steven Patrick Given is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Patrick Given located?
Steven Patrick Given is based in MADISON, Mississippi, working with SMITH SHELLNUT WILSON LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Steven Patrick Given charge for services?
Steven Patrick Given'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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Other advisors in MADISON
Jr. Phil Younker — ABRIDGE PARTNERS, LLCKevin James Anthony — PEREGRINE INVESTMENT ADVISORS, LLCJohn O'donnell Knox — PEREGRINE INVESTMENT ADVISORS, LLCKenneth Monroe Lott — SMITH SHELLNUT WILSON LLCJaime Lynn Graham — ABRIDGE PARTNERS, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)CLARKSDALE (6)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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