Marvin
Strozier
Dempsey Lord Smith, LLC
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About this Advisor
Marvin Strozier is a financial advisor based in Rome, Georgia with 1 year of relevant experience. Strozier is an employee of Dempsey Lord Smith, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Luxotticca/Sunglass Hut, Oakley, U.S. Polo Assosication, North Georgia College And State University, Bb&T Investments, Bb&T Securities, LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, Tim Broyles Insurance Agency, State Farm Vp Management Corp, State Farm Investment Management Corp, Gary Dunagan Insurance Agency and Dempsey Lord Smith, LLC. Strozier has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Dempsey Lord Smith, LLC is an advisory business operating out of Rome, GA. The company has offices in 60 locations and a total of 101 financial advisors. It administers $502 million in assets under management between its 2,945 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,945 customer accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. Dempsey Lord Smith, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on the financial services. Fees charged by Dempsey Lord Smith, LLC can 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
Marvin Strozier Work History
Marvin has been registered as a financial advisor for 1 years.*
Dempsey Lord Smith, LLC
Tim Broyles Insurance Agency
State Farm Investment Management Corp
State Farm Investment Management Corp
Gary Dunagan Insurance Agency
State Farm Vp Management Corp
State Farm Vp Management Corp
State Farm Vp Management Corp
Massmutual Life Insurance Co
Mml Investors Services LLC
Tim Broyles Insurance Agency
State Farm Vp Management Corp
Bb&T Securities, LLC
Wells Fargo Advisors, LLC
Bb&T Investments
Wells Fargo Bank Na
Luxotticca/Sunglass Hut
Oakley
U.S. Polo Assosication
North Georgia College And State University
*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 Marvin Strozier 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
Savannah, 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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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.
