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David Dodd Williams

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi
Unclaimed Profile
661 SUNNYBROOK ROAD, RIDGELAND, MS 39157CRD# 2985006Firm CRD# 106235
01

About

David Dodd Williams is a registered financial advisor based in RIDGELAND, 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# 2985006
Firm CRD# 106235
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in RIDGELAND
Charles Robert Manogue — THE MOLPUS WOODLANDS GROUP, LLCMichael Robert Cooper — THE MOLPUS WOODLANDS GROUP, LLCAshby Minor Foote — VECTOR MONEY MANAGEMENT INCJoseph David Delaski — VECTOR MONEY MANAGEMENT INCForbes Lewis Watson — LEGACY WEALTH MANAGEMENT, LLC
Nearby cities in Mississippi
JACKSON (59)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
JACKSON GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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