DM
DM

Daniel H Motyl

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
2,731 clients
Average Client Portfolio
$213K average
Assets Under Management
$580.5M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

901 N Broad Street, Suite 400, Rome, GA, 30161

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is a CPA/Trustee and provides tax preparation and accounting services. He is also the owner/sole proprietor of Parpari Inc, which offers tax preparation, accounting, and financial and insurance services.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2025 - Present · 3 mos
Dempsey Lord Smith, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Dempsey Lord Smith, LLCBroker
January 2019 - November 2025 · 6 yrs 10 mos
H.D. Vest Advisory Services, INC
February 1998 - January 2019 · 20 yrs 11 mos
Hd Vest Investment ServicesBroker
November 1997 - January 2019 · 21 yrs 2 mos
State Registrations5 states
ARFLGAPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.