Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Chapman Gerrells is a registered investment advisor representative with Dempsey Lord Smith, LLC, located in Dawsonville, GA. Zachary Chapman Gerrells is a registered representative with the state of Georgia and is also licensed as a Certified Public Accountant. Zachary Chapman Gerrells has experience in providing financial planning, pension consulting and selection of other advisors. The firm provides investment advisory services to individuals, pension and profit-sharing plans, and high-net-worth individuals.
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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GA
02/27/2023 - Present
Dempsey Lord Smith, LLC (DAWSONVILLE GA)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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