Grant Goldberg (CRD# 7853823) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Dalton, GA and has 1 year of experience in the finance industry.
CRD# 1382
Osaic Wealth, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
CRD# 5537402
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Medical Business Concepts Inc. | Dalton, GA | Jul 2023 - Current | < 1 |
| Medical Business Concepts Inc. | Dalton, GA | Apr 2020 - Jun 2023 | 3 |
| University Of Georgia | Athens, GA | May 2018 - May 2023 | 5 |
| Dalton High School | Dalton, GA | Jan 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- GA
-
Total Assets Under Management586MILLIONS
-
Total Number of Accounts3,106ACCOUNTS
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Average Account Value$188,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NM, NV, OH, PA, PR, SC, TN, TX, VA
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