Lauren
Eikner
Smith Shellnut Wilson
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About this Advisor
Lauren Eikner is a financial advisor based in Ridgeland, Mississippi, working with Smith Shellnut Wilson. Lauren has previously held a position at Smith Shellnut Wilson, LLC and is registered to provide services in Mississippi. Currently, Lauren is part of Smith Shellnut Wilson, which operates out of Ridgeland, Mississippi. The firm has one 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
Lauren Eikner Work History
Smith Shellnut Wilsonm LLC
Disclosures
Please visit the SEC profile of Lauren Eikner 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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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.
