Belinda A. Fields

SMITH SHELLNUT WILSON

Ridgeland, MS 39157

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CRD#: 3194276

Professional summary

Belinda Ann Fields is a registered financial advisor currently at SMITH SHELLNUT WILSON located in Ridgeland, Mississippi.

Belinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Belinda has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Belinda Ann Fields's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 10, 2018 - Present

SMITH SHELLNUT WILSON

Office #1: 661 Sunnybrook Road Suite 130, Ridgeland, MS 39157

RIA

CRD#: 106235

Ridgeland, MS

Past

March 25, 1999 - July 21, 2008

BANCORPSOUTH INVESTMENT SERVICES, INC.

CRD#: 46259

JACKSON, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SMITH SHELLNUT WILSON

SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC

CRD#: 106235 / SEC#: 801-49071

RIA

Registered Investment Advisory firm - (4/26/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(4/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/24/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/24/1999

Municipal Securities Principal Examination

Current Firm

SMITH SHELLNUT WILSON

SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC

CRD#: 106235 / SEC#: 801-49071

RIA

Registered Investment Advisory firm - (4/26/1995 Approved)

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Contact information

Main Address

661 Sunnybrook Road Suite 130, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 605-1776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 CLIENT BROCHURE (8/15/2025)

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.

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Belinda A. Fields

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Belinda Ann Fields's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMITH SHELLNUT WILSON

BANCORPSOUTH INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

SMITH SHELLNUT WILSON

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2018

Series 63

Date: 4/26/1999

Series 7

Date: 3/24/1999

Series 53

Date: 5/24/1999

Current Firm

SMITH SHELLNUT WILSON

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SMITH SHELLNUT WILSON

TRUST BUT VERIFY

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