Frank Winbourne Smith
Investment adviser representative at Smith Shellnut Wilson
31 yearsExperience
1 stateRegistered in
$6.9BFirm assets
31 yearsFirm in business
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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
31 years in the industry.
- Smith Shellnut Wilson LLCJun 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 4469624
- Firm CRD
- 106235