Unclaimed Profile

David Dodd Williams

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

SIE, Series 7, Series 7TO, Series 16, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFAClean record7 years registeredSMITH SHELLNUT WILSON LLC

661 SUNNYBROOK ROAD, RIDGELAND, MS 39157CRD# 2985006Firm CRD# 106235

Profile Verification

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

Identity

David Dodd Williams · RIDGELAND, MS

Registration

CRD #2985006 · SMITH SHELLNUT WILSON LLC · 7 years registered

Brand Profile

Not yet started

Career History

B1CAPITAL INC

Jun 2026 – present

SMITH SHELLNUT WILSON

Jun 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 16

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · June 27, 2019

Years registered · 7

Professional designation · CFA

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 David Dodd Williams offer?

David Dodd Williams specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in RIDGELAND, Mississippi for a consultation.

What are David Dodd Williams's credentials?

David Dodd Williams holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Dodd Williams located?

David Dodd Williams is based in RIDGELAND, Mississippi, working with SMITH SHELLNUT WILSON LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does David Dodd Williams charge for services?

David Dodd Williams'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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