Julio
Gaviria
Dempsey Lord Smith, LLC
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About this Advisor
Julio Gaviria is a financial advisor based in Rome, Georgia, working with Dempsey Lord Smith, LLC. Julio has previously held positions at Belmont Capital Advisors, Inc, Sports Endeavors, Unc Chapel Hill Registrar's Office, America Envios, Autobell Car Wash, Central Piedmont Community College, Unc Chapel Hill, and Dempsey Lord Smith, LLC. Julio has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Julio 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
Julio Gaviria Work History
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLC
Belmont Capital Advisors, Inc
Sports Endeavors
Belmont Capital Advisors, Inc
Unc Chapel Hill Registrar'S Office
Unc Chapel Hill
America Envios
Autobell Car Wash
Central Piedmont Community College
Disclosures
Please visit the SEC profile of Julio Gaviria 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
Dalton, GA
Rome, GA
Rome, GA
Rome, GA
Calhoun, GA
Rome, GA
Rome, GA
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