Unclaimed Profile

Frank Winborne Smith

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi

Clean recordSMITH SHELLNUT WILSON LLC

661 SUNNYBROOK ROAD, RIDGELAND, MS 39157CRD# 4469624Firm CRD# 106235

Profile Verification

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

Identity

Frank Winborne Smith · RIDGELAND, MS

Registration

CRD #4469624 · SMITH SHELLNUT WILSON LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frank Winborne Smith 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Financial Education

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH SHELLNUT WILSON LLC

SMITH SHELLNUT WILSON

AUM

$7.2B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4469624

Firm CRD# 106235

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frank Winborne Smith offer?

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

What are Frank Winborne Smith's credentials?

Frank Winborne Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Winborne Smith located?

Frank Winborne 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 Winborne Smith charge for services?

Frank Winborne 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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