Sharon
Burchett

Dempsey Lord Smith, LLC

CRD#1270643
Investment Advisor
in Jasper, GA

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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

Series 63, Series 66

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

Jasper, GA

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Dempsey Lord Smith, LLC Brokerage Details

Total Assets Under Management

$585,613,076

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

106

GA Average: 58
Total Number of Accounts

3,106

GA Average: 1,608
Average Account Size

$188,543

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

Sharon Burchett Work History

2011 - Present (13 years)

Dempsey Lord Smith, LLC

Created with Highcharts 6.0.7

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.

Financial Advisors at Dempsey Lord Smith, LLC

Julio Gaviria
Rome, GA
Jefferson Olney
Calhoun, GA
Daniel Kistler
Rome, GA
Grant Goldberg
Dalton, GA
Kyle Sikes
Rome, GA
Steven Kelley
Rome, GA
Aaron Shepard
Rome, GA
Michael Falk
Lawrenceville, 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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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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