Dempsey Lord Smith, LLC

Dempsey Lord Smith, LLC (CRD# 141238) is a financial advisory firm headquartered in Rome, GA. They manage $585,613,076 in 3,106 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
901 N Broad Street, Suite 400, Rome, GA 30161
https://www.webbcreekmanagement.com
By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    3,106
    ACCOUNTS
  • Average Account Value
    $188,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dempsey Lord Smith, LLC
Showing 61 - 70 of 72 top financial advisors.
61
Clark Weeks, financial advisor Atlanta GA
Clark H. Weeks
CRD#: 5717984
5 Concourse Pkwy, Ste 3000, Atlanta, GA 30328

Clark Weeks (CRD# 5717984) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

62
Adam Weiner, financial advisor Rome GA
Adam S. Weiner
CRD#: 3088374
901 N Broad Street, Suite 400, Rome, GA 30161

Adam Weiner (CRD# 3088374) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 11 years of experience in the finance industry.

63
Joseph Chebeir, financial advisor Calhoun GA
Joseph Chebeir
CRD#: 7475693
320 S Piedmont Street, Calhoun, GA 30701

Joseph Chebeir (CRD# 7475693) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Calhoun, GA and has over 2 years of experience in the finance industry.

64
Zachary Gerrells, financial advisor Dawsonville GA
Zachary C. Gerrells
CRD#: 7490144
900 Old Dawson Village Road East, Suite 110, Dawsonville, GA 30534

Zachary Gerrells (CRD# 7490144) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Dawsonville, GA and has 1 year of experience in the finance industry.

65
Grant Goldberg, financial advisor Rome GA
Grant W. Goldberg
CRD#: 7853823
901 N Broad Street, Suite 400, Rome, GA 30161

Grant Goldberg (CRD# 7853823) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has 1 year of experience in the finance industry.

66
Lauren Ivester, financial advisor Rome GA
Lauren S. Ivester
CRD#: 5001776
901 N Broad Street, Suite 400, Rome, GA 30161

Lauren Ivester (CRD# 5001776) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 4 years of experience in the finance industry.

67
Assen Kuklin, financial advisor Rome GA
Assen A. Kuklin
CRD#: 6241473
901 N Broad Street, Suite 400, Rome, GA 30161

Assen Kuklin (CRD# 6241473) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 10 years of experience in the finance industry.

68
Luis Pizano, financial advisor Rome GA
Luis R. Pizano
CRD#: 7503312
901 N Broad Street, Suite 400, Rome, GA 30161

Luis Pizano (CRD# 7503312) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has 1 year of experience in the finance industry.

69
William Scroggins, financial advisor Rome GA
William A. Scroggins
CRD#: 7742394
901 N Broad Street, Suite 400, Rome, GA 30161

William Scroggins (CRD# 7742394) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has 1 year of experience in the finance industry.

70
Aaron Shepard, financial advisor Ringgold GA
Aaron Shepard
CRD#: 6897456
1575 N Three Notch Rd, Ringgold, GA 30736

Aaron Shepard (CRD# 6897456) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Ringgold, GA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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