Daniel
Kistler
Dempsey Lord Smith, LLC
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About this Advisor
Daniel Kistler is a financial advisor who works in Rome, Georgia, with a total of 6 years of industry experience. Kistler works at Dempsey Lord Smith, LLC. Their career trajectory has included roles at Edward Jones, Dairy Queen, Student, Unl Athletics, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Lincoln Chamber Of Commerce, Dempsey Lord Smith, LLC, Coastal Equities, Inc and Roger'S Retirement Readiness Alliance LLC. Kistler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Dempsey Lord Smith, LLC is an advisory firm operating out of Rome, GA. The investment advisory business has offices in 60 locations and a total of 101 financial advisors. It has $502 million in assets among its 2,945 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,945 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Dempsey Lord Smith, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the type of services. Fees charged by Dempsey Lord Smith, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dempsey Lord Smith, LLC Brokerage Details
$502,000,000
101
2,945
$170,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Kistler Work History
Daniel has been registered as a financial advisor for 6 years.*
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLC
Lincoln Chamber Of Commerce
Coastal Equities, Inc
Roger'S Retirement Readiness Alliance LLC
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Edward Jones
Unl Athletics
Student
Dairy Queen
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Kistler 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
Rome, GA
Dawsonville, GA
Rome, GA
Rome, GA
Rome, GA
Rome, GA
Rome, GA
Calhoun, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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