Steven
Goodman
Dempsey Lord Smith, LLC
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About this Advisor
Steven Goodman is a financial advisor based in Rome, Georgia, working with Dempsey Lord Smith, LLC. Steven has previously held positions at Edward Jones, First National Valuations, Cetera Financial Specialists LLC, Vulcan Construction Co, Cetera Investment Advisers LLC, Haviland Aldridge, Allstate Insurance Company, Fidelity Investments, Coppell Advisory Solutions, LLC Dba Fusion Capital Management, Belmont Capital Advisors, Silver Oak Capital, Dempsey Lord Smith, LLC, and Alphastar Capital Management, LLC. Steven has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Steven 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
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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
Steven Goodman Work History
Dempsey Lord Smith, LLC
Silver Oak Capital
Alphastar Capital Management, LLC
Coppell Advisory Solutions, LLC Dba Fusion Capital Management
Belmont Capital Advisors
Fidelity Investments
Allstate Insurance Company
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Vulcan Construction Co
Edward Jones
Haviland Aldridge
First National Valuations
Disclosures
Please visit the SEC profile of Steven Goodman 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
Dalton, GA
Calhoun, GA
Rome, GA
Rome, GA
Rome, GA
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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.
