Charles
Strickland
Dempsey Lord Smith, LLC
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About this Advisor
Charles Strickland is a financial advisor based in Rome, Georgia, working with Dempsey Lord Smith, LLC. Charles has previously held positions at Strickland Insurance, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lincoln Financial Advisors, and Dempsey Lord Smith, LLC. Charles has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Charles is part of Dempsey Lord Smith, LLC, which operates out of Rome, Georgia. The firm has 60 offices and 106 employees. The firm manages assets totaling $585.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Dempsey Lord Smith, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dempsey Lord Smith, LLC Brokerage Details
$585,613,076
106
3,106
$188,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Strickland Work History
Dempsey Lord Smith, LLC
Strickland Insurance
Lincoln Financial Advisors
Regions Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Disclosures
Please visit the SEC profile of Charles Strickland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dempsey Lord Smith, LLC
Calhoun, GA
Rome, GA
Rome, GA
Rome, GA
Dalton, GA
Rome, GA
Rome, GA
Lawrenceville, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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