David Dodd Williams
Investment adviser representative at Smith Shellnut Wilson
14 yearsExperience
3 statesRegistered in
CFADesignation
$6.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- B1capital IncJun 2026 to now
- Smith Shellnut WilsonJun 2019 to now
- Suntrust Robinson Humphrey, Inc.Nov 2012 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (AL, MS, TX).
Smith Shellnut Wilson
Legal name: Smith Shellnut Wilson LLC
$6.9BAssets managed
380Clients
12Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2985006
- Firm CRD
- 106235