Matthew
Thompson
Smith Shellnut Wilson
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About this Advisor
Matthew Thompson is a chartered financial analyst working out of Ridgeland, Mississippi, who has 1 year of relevant experience. Thompson is currently employed by Smith Shellnut Wilson. Over the course of their career, Thompson has held roles at Ftn Financial Capital Markets, Ftn Financial Securities Corp, Suntrust Robinson Humphrey, Inc, Truist Securities, Inc, Smith Shellnut Wilson and Fhn Financial. Thompson has a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Louisiana. Smith Shellnut Wilson is a company based in Ridgeland, MS. It controls $8 billion in assets under management across its 649 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 649 accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. Smith Shellnut Wilson has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and security rating services. Financial advisory fee schedules vary depending on the type of financial services provided. However, fees charged by Smith Shellnut Wilson can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Shellnut Wilson Brokerage Details
$7,758,485,196
15
649
$11,954,523
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
Matthew Thompson Work History
Matthew has been registered as a financial advisor for 1 years.*
Smith Shellnut Wilson
Smith Shellnut Wilson
Truist Securities, Inc
Suntrust Robinson Humphrey, Inc
Ftn Financial Securities Corp
Ftn Financial Capital Markets
Fhn Financial
*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 Matthew Thompson 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 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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