Unclaimed Profile

Frank Winbourne Smith

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 66, Series 99TOCFAClean record19 years registeredSMITH SHELLNUT WILSON LLC

661 SUNNYBROOK ROAD, RIDGELAND, MS 39157CRD# 4502633Firm CRD# 106235

Profile Verification

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

Identity

Frank Winbourne Smith · RIDGELAND, MS

Registration

CRD #4502633 · SMITH SHELLNUT WILSON LLC · 19 years registered

Brand Profile

Not yet started

Career History

SMITH SHELLNUT WILSON

Aug 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · August 24, 2006

Years registered · 19

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

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Introduction

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Frequently Asked Questions

What services does Frank Winbourne Smith offer?

Frank Winbourne Smith specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Frank Winbourne Smith's credentials?

Frank Winbourne Smith holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Frank Winbourne Smith located?

Frank Winbourne Smith 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 Frank Winbourne Smith charge for services?

Frank Winbourne Smith'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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