Grant
Goldberg
Dempsey Lord Smith, LLC
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About this Advisor
Grant Goldberg is a financial advisor based in Dalton, Georgia, working with Dempsey Lord Smith, LLC. Grant has previously held positions at Dalton High School, University Of Georgia, and Medical Business Concepts Inc. Grant has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Grant is part of Dempsey Lord Smith, LLC, which operates out of Dalton, 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
Grant Goldberg Work History
Medical Business Concepts Inc
Medical Business Concepts Inc
University Of Georgia
Dalton High School
Disclosures
Please visit the SEC profile of Grant Goldberg 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
Rome, GA
Rome, GA
Rome, GA
Rome, GA
Dalton, GA
Calhoun, GA
Calhoun, 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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