Danielle
Rouseau

Dempsey Lord Smith, LLC

CRD#4331014
Investment Advisor
in Calhoun, GA

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About this Advisor

Danielle Rouseau is a financial advisor operating in Calhoun, Georgia with 10 years of relevant experience. Rouseau is on the advisory team at Dempsey Lord Smith, LLC. Throughout their career, Rouseau has worked at Proequities, Inc and Dempsey Lord Smith, LLC. Rouseau holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Georgia. Dempsey Lord Smith, LLC is a company that has its headquarters in Rome, GA. It has offices in 60 locations and a total of 101 financial advisors. It manages $502 million in assets under management between its 2,945 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,945 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. The business 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. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees charged by Dempsey Lord Smith, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

320 S Piedmont Street
Calhoun, GA 30701

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Dempsey Lord Smith, LLC Brokerage Details

Total Assets Under Management

$502,000,000

GA Average: $3,570,121,308
Total Number of Employees

101

GA Average: 58
Total Number of Accounts

2,945

GA Average: 1,608
Average Account Size

$170,458

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Danielle Rouseau Work History

Danielle has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Dempsey Lord Smith, LLC

2006 - 2013 (7 years)

Proequities, Inc

*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 Danielle Rouseau 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

Drew Dempsey
Rome, GA
Julio Gaviria
Rome, GA
Gal Horev
Rome, GA
Gregory Gibson
Greenville, SC
Steven Kelley
Rome, GA
Marvin Strozier
Rome, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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