Belinda Ann Fields
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
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RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
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RAYMOND JAMES & ASSOCIATES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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RAYMOND JAMES & ASSOCIATES, INC.
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC
Contact Information
Main Address
661 Sunnybrook Road Suite 130, Ridgeland, MS 39157Phone Number
(601) 605-1776# of Employees
16SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
880AUM (Assets Under Management)
$6,924,984,046Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2026 | Cover Page | Report |
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RAYMOND JAMES & ASSOCIATES, INC.
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.
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RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
SMITH SHELLNUT WILSON | SMITH SHELLNUT WILSON LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Belinda Ann Fields's CRS (Customer Relationship Summary).
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RAYMOND JAMES & ASSOCIATES, INC.
