Zachary
Gerrells
Dempsey Lord Smith, LLC
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About this Advisor
Zachary Gerrells is a financial advisor operating out of Dawsonville, Georgia. Gerrells is on the advisory team at Dempsey Lord Smith, LLC. Over the course of their career, Gerrells has held roles at Tim Couch Pc Cpa, Mixon, Mixon, Brown & Tench Cpas, United Community Bank Inc and Hudson Carter Cpa. Gerrells maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Dempsey Lord Smith, LLC is a financial advisory business that has its headquarters in Rome, GA. The investment advisory business has offices in 60 locations and a total of 101 financial advisors. It manages $502 million in total assets across its 2,945 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 2,945 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fees charged by Dempsey Lord Smith, LLC likely are comprised of some combination 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
Zachary Gerrells Work History
Zachary has been registered as a financial advisor for 0 years.*
Tim Couch Pc Cpa
Mixon, Mixon, Brown & Tench Cpas
United Community Bank Inc
Hudson Carter Cpa
United Community Bank Inc
*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 Zachary Gerrells 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
Dawsonville, GA
Rome, GA
Rome, GA
Calhoun, GA
Rome, GA
Savannah, 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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