Zachary
Gerrells
Dempsey Lord Smith, LLC
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About this Advisor
Zachary Gerrells is a financial advisor based in Dawsonville, Georgia, working with Dempsey Lord Smith, LLC. Zachary has previously held positions at Tim Couch Pc Cpa, Mixon, Mixon, Brown & Tench Cpas, United Community Bank Inc, Hudson Carter Cpa, Dempsey Lord Smith, LLC, and Gerrells Cpa LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Zachary is part of Dempsey Lord Smith, LLC, which operates out of Dawsonville, 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
Services Offered
Fee Structure
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
Zachary Gerrells Work History
Gerrells Cpa LLC
Dempsey Lord Smith, LLC
Tim Couch Pc Cpa
Mixon, Mixon, Brown & Tench Cpas
United Community Bank Inc
Hudson Carter Cpa
United Community Bank Inc
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
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Calhoun, GA
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Dalton, GA
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Rome, GA
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