Michael
Laurence

Smith Shellnut Wilson

CRD#6726403
Investment Advisor
in Ridgeland, MS

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About this Advisor

Michael Laurence is a financial advisor based in Ridgeland, Mississippi, working with Smith Shellnut Wilson. Michael has previously held positions at Lpl Financial LLC, Globe Life, Drs Own, Louisiana Machinery, The Oaks Of La, Bo Harris Wealth Management, Louisiana Caterpillar, The Good Feet Store, and Smith Shellnut Wilson. Michael has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, Michael 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

Series 66

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

$7,233,687,387

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

16

MS Average: 11
Total Number of Accounts

696

MS Average: 582
Average Account Size

$10,393,229

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

Michael Laurence Work History

2021 - Present (3 years)

Smith Shellnut Wilson

2021 - Present (3 years)

Smith Shellnut Wilson

2020 - Present (4 years)

Lpl Finnacial LLC

2020 - 2020 (< 1 year)

Globe Life

2020 - 2021 (1 year)

Bo Harris Wealth Managment

2019 - 2020 (1 year)

Drs Own

2019 - 2020 (1 year)

The Good Feet Store

2018 - 2019 (1 year)

Louisiana Machinery

2018 - 2019 (1 year)

Louisiana Caterpillar

2014 - 2017 (3 years)

The Oaks Of La

Disclosures

Please visit the SEC profile of Michael Laurence 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

Kevin Fitzsimmons
Ridgeland, MS
Belinda Fields
Ridgeland, MS
Michael Laurence
Ridgeland, MS
Lauren Eikner
Ridgeland, MS
James Guess
Ridgeland, MS
David Williams
Ridgeland, MS
William Mckeithen
Ridgeland, MS
Matthew Thompson
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.

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