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Frank Winborne Smith

SMITH SHELLNUT WILSON LLC·RIDGELAND, Mississippi
Series 65Clean record19 years registeredSMITH 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

SMITH SHELLNUT WILSON
Oct 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SMITH SHELLNUT WILSON LLC
CRD 106235 · SEC 801-49071
AUM
$7.2B
Regulatory assets under management
Employees
16
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 →
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05

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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Other Advisors at SMITH SHELLNUT WILSON LLC

Jr. William Johnson
RIDGELAND, MS
Frank Winbourne Smith
RIDGELAND, MS
CFA
Raymond Farris Thompson
RIDGELAND, MS
Kenneth Monroe Lott
MADISON, MS
David Dodd Williams
RIDGELAND, MS
CFA

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Nearby cities in Mississippi
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Research
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