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 71 - 72 of 72 top financial advisors.
71
Madeline Smith, financial advisor Rome GA
Madeline H. Smith
CRD#: 6910368
901 N Broad Street, Suite 400, Rome, GA 30161

Madeline Smith (CRD# 6910368) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Rome, GA and has over 2 years of experience in the finance industry.

72
Michael Williams, financial advisor Rome GA
Michael K. Williams
CRD#: 6740343
901 N Broad Street, Suite 400, Rome, GA 30161

Michael Williams (CRD# 6740343) 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.

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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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