Sharon
Burchett
Dempsey Lord Smith, LLC
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About this Advisor
Sharon Burchett is a financial advisor based in Jasper, Georgia, working with Dempsey Lord Smith, LLC. Sharon has previously held a position at Dempsey Lord Smith, LLC. Sharon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Sharon is part of Dempsey Lord Smith, LLC, which operates out of Jasper, 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
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Fee Structure
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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
Sharon Burchett Work History
Dempsey Lord Smith, LLC
Disclosures
Please visit the SEC profile of Sharon Burchett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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