Kevin
Fitzsimmons
Smith Shellnut Wilson
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About this Advisor
Kevin Fitzsimmons is a financial advisor based in Ridgeland, Mississippi, working with Smith Shellnut Wilson. Kevin has previously held positions at D.A. Davidson & Co, Smith Shellnut Wilson LLC, Hovde Group, LLC, Fig Partners LLC, and Smith Shellnut Wilson. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Kevin is part of Smith Shellnut Wilson, which operates out of Ridgeland, Mississippi. The firm has 1 office and 16 employees. The firm manages assets totaling $7.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and security rating services. The fee structure at Smith Shellnut Wilson includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith Shellnut Wilson Brokerage Details
$7,233,687,387
16
696
$10,393,229
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
Kevin Fitzsimmons Work History
Smith Shellnut Wilson LLC
Smith Shellnut Wilson
D.A. Davidson & Co
D.A. Davidson & Co
Fig Partners LLC
Hovde Group, LLC
Hovde Group, LLC
Hovde Group, LLC
Disclosures
Please visit the SEC profile of Kevin Fitzsimmons 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
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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