Unclaimed
Sharon Leigh Burchett is a registered investment advisor representative with Dempsey Lord Smith, LLC, a firm with offices in Jasper, Georgia and Calhoun, Georgia. Sharon Leigh Burchett has been in the industry since 1985, and is currently registered in 16 states, including Georgia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
05/30/2018 - Present
Dempsey Lord Smith, LLC (JASPER GA)
GA
03/04/2002 - 02/09/2011
FIRST MIDWEST SECURITIES, INC. (JASPER GA)
OK
01/10/1996 - 03/06/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
GA
08/24/1995 - 01/11/1996
REGAL INVESTMENTS, INC. (AUSTELL GA)
IA
08/28/1991 - 12/15/1994
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IL
05/15/1991 - 09/03/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
GA
06/20/1984 - 06/10/1991
MARINA SECURITIES, INC. (NORCROSS GA)
BOTH
Issued 03/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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