William C. Mckeithen
Professional summary
William Chadwick Mckeithen, who also goes by Chad Mckeithen, William Chad Mckeithen, is a registered financial advisor currently at SMITH SHELLNUT WILSON located in Germantown, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 52 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Chadwick Mckeithen's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 19, 2022 - Present
SMITH SHELLNUT WILSON
November 22, 2011 - February 22, 2022
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
March 19, 2009 - November 3, 2011
FHN FINANCIAL SECURITIES CORP.
September 5, 2002 - April 26, 2006
FHN FINANCIAL SECURITIES CORP.
July 1, 2002 - September 5, 2002
FHN FINANCIAL SECURITIES CORP.
Primary Firm SEC Registration
SMITH SHELLNUT WILSON
CRD#: 106235 / SEC#: 801-49071
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2022)
(5/22/2025)
(12/19/2022)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
SMITH SHELLNUT WILSON
CRD#: 106235 / SEC#: 801-49071
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 824 |
| AUM (Assets Under Management) | $ 8,022,382,580 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
