Timothy
Ohayer

Dempsey Lord Smith, LLC

CRD#1099540
Investment Advisor
in Savannah, GA

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About this Advisor

Timothy Ohayer is a chartered financial consultant operating out of Savannah, Georgia with a total of 6 years of industry experience. Ohayer works at Dempsey Lord Smith, LLC. Throughout their career, Ohayer has worked at Bb&T Insurance Services, Bbtis, Pj Robb Variable Corp and Dempsey Lord Smith, LLC. Ohayer maintains a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Georgia. Dempsey Lord Smith, LLC is a financial advisory company that has its headquarters in Rome, GA. The investment advisory business has offices in 60 locations and a total of 101 advisors. It handles $502 million in total assets across its 2,945 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,945 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services are offered. However, fees charged by Dempsey Lord Smith, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

6 years

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

7391 Hodgson Memorial Drive Suite 100
Savannah, GA 31406

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Dempsey Lord Smith, LLC Brokerage Details

Total Assets Under Management

$502,000,000

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

101

GA Average: 58
Total Number of Accounts

2,945

GA Average: 1,608
Average Account Size

$170,458

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

Timothy Ohayer Work History

Timothy has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Dempsey Lord Smith, LLC

2014 - 2017 (3 years)

Pj Robb Variable Corp

2012 - 2017 (5 years)

Bb&T Insurance Services

2012 - 2013 (1 year)

Bbtis

*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 Timothy Ohayer 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

Gal Horev
Rome, GA
Steven Kelley
Rome, GA
Marvin Strozier
Rome, GA
Julio Gaviria
Rome, GA
Jefferson Olney
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.

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