Dempsey Lord Smith

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Dempsey Lord Smith — overview

About

Dempsey Lord Smith is a US-based wealth manager and registered investment adviser. It provides investment advisory services including wealth management, financial planning, portfolio management, retirement planning, estate planning, succession planning, education funding, charitable giving, annuities, life insurance, long-term care insurance, disability insurance, health insurance, and pension consulting services. It advises individuals, high-net-worth individuals, pension funds, families, charitable organizations, corporations, and other businesses. In Q4 2024, Dempsey Lord Smith was acquired by Cambridge Investment Research.

Dempsey Lord Smith - known decision makers (8)

Position	Location	Asset Class
Chief Compliance Officer	Rome, US	PEREINFHFPDNR
Chief Executive Officer & Managing Member	Rome, US	PEREINFHFPDNR
Founding Partner & Vice President Compliance	Rome, US	PEREINFHFPDNR
Investment Advisor Representative	Rome, US	PEREINFHFPDNR
Partner, Owner & Vice President, Due Diligence	Rome, US	PEREINFHFPDNR

Showing 5 of 8 known decision makers Dempsey Lord Smith

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