Frank Smith has been Chairman of Smith Shellnut Wilson since March 2021, is a control person of the firm and directly owns under 5% of it. Frank Smith holds a BA in Business Administration and Economics from Rollins College and an MBA from Delta State University.
Smith Shellnut Wilson LLC is a Ridgeland, MS firm with $6.92B under management, 380 clients and 14 advisers across 6 offices, as of its September 2026 filing.
Frank W. Smith is Chairman of Smith Shellnut Wilson, which he founded. Before the firm was established, he was Senior Executive Vice President with Sunburst Bank, handling the bank's broker dealer subsidiary, mortgage company, trust department, finance company, and cash management division. He also chaired the bank's asset/liability management committee.
- Smith Shellnut WilsonCurrent– present · 19 yearsRidgeland, MS · Adviser representative · Firm CRD 106235
Investment adviser representative registrations
Frank Smith is registered as an investment adviser representative in Mississippi, since October 2006.
- MississippiSince 31 October 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Frank Winbourne Smith
- CRD
- 4469624
- Firm
- Smith Shellnut Wilson · CRD 106235
- Role
- Chairman
- Office
- 661 SUNNYBROOK ROAD, SUITE 130, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- b1bank.com
Where does Frank Smith work?
Frank Smith has been Chairman of Smith Shellnut Wilson LLC since March 2021, and is a control person of the firm.
Is Frank Smith a financial advisor?
Yes. Frank Smith has a current investment-adviser registration in Mississippi, through Smith Shellnut Wilson since October 2006.
How many years of experience does Frank Smith have?
Frank Smith has 19 years in the financial industry, since October 2006, across 1 adviser firm.
What exams has Frank Smith passed?
Frank Smith passed the Series 65 in October 2006.
Where is Frank Smith based?
Frank Smith’s registered office is in Ridgeland, MS.
Is Frank Smith registered with FINRA?
No. Frank Smith has no current broker registration.
How can I verify Frank Smith’s record?
Search CRD 4469624 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frank Smith’s full registration record.
