Belinda
Fields

Smith Shellnut Wilson

CRD#3194276
Investment Advisor
in Ridgeland, MS

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About this Advisor

Belinda Fields is a financial advisor working out of Ridgeland, Mississippi with a total of 5 years of industry experience. Fields works at Smith Shellnut Wilson. The advisor has gained experience at Smith Shellnut Wilson LLC and State Bank & Trust Company. Fields has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Mississippi. Smith Shellnut Wilson is a financial advisory business that has its headquarters in Ridgeland, MS. It manages $8 billion in assets across its 649 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 22 charitable organizations. Of its 649 customer accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in investable assets. Smith Shellnut Wilson has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and security rating services. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Smith Shellnut Wilson most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Security ratings or pricing services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

661 Sunnybrook Road Suite 130
Ridgeland, MS 39157

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Smith Shellnut Wilson Brokerage Details

Total Assets Under Management

$7,758,485,196

MS Average: $479,240,389
Total Number of Employees

15

MS Average: 11
Total Number of Accounts

649

MS Average: 582
Average Account Size

$11,954,523

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Security ratings or pricing services

Belinda Fields Work History

Belinda has been registered as a financial advisor for 5 years.*

2014 - Present (10 years)

Smith Shellnut Wilson LLC

2009 - 2013 (4 years)

State Bank & Trust Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Belinda Fields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Shellnut Wilson

Lauren Eikner
Ridgeland, MS
David Williams
Ridgeland, MS
Michael Laurence
Ridgeland, MS
William Mckeithen
Ridgeland, MS
Belinda Fields
Ridgeland, MS
Matthew Thompson
Ridgeland, MS
James Guess
Ridgeland, MS
Robert Fioretti
Ridgeland, MS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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