Ralph A. Mcclung

ARCH PARTNERS WEALTH MANAGEMENT

Watkinsville, GA 30677

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CRD#: 1332885

Professional summary

Ralph Anderson Mcclung, CFP®, who also goes by Andy Mcclung, is a registered financial advisor currently at ARCH PARTNERS WEALTH MANAGEMENT, INC. located in Watkinsville, Georgia.

Ralph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Ralph has worked at 7 firms and has passed the Series 65, Series 63, Series 52, Series 62, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Mcclung

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PRESIDENT OF MAXIMUM WEALTH MANAGEMENT, INC. (REGISTERED INVESTMENT ADVISOR IN GA); INVESTMENT RELATED; SINCE 1998 DURING BUSINESS HOURS; APPROX 40 HRS/WK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Anderson Mcclung's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

November 17, 2014 - Present

ARCH PARTNERS WEALTH MANAGEMENT, INC.

Office #1: 3651 Mars Hill Rd Suite 2100, Watkinsville, GA 30677

RIA

CRD#: 123735

Watkinsville, GA

Past

December 17, 2008 - February 28, 2011

BROOKSTONE SECURITIES, INC.

CRD#: 13366

LAWRENCEVILLE, GA

Past

July 20, 2001 - December 23, 2008

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LAWRENCEVILLE, GA

Past

January 9, 1998 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

March 3, 1992 - October 8, 1997

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

March 11, 1987 - March 3, 1992

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 16, 1985 - March 18, 1987

PW SECURITIES, INC.

CRD#: 6775

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/17/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/9/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52

Date: 9/13/1990

Municipal Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 6/15/1988

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 2/3/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 2/14/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCH PARTNERS WEALTH MANAGEMENT, INC.

CRD#: 123735 / SEC#:

Georgia

Registered Investment Advisory firm - (1/19/2006 Approved)

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Contact information

Main Address

3651 Mars Hill Rd Suite 2100, Watkinsville, GA 30677

Mailing Address

Phone number

(706) 850-8877

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	536
AUM (Assets Under Management)	$ 98,351,308

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Ralph A. Mcclung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ralph Anderson Mcclung's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE SECURITIES, INC.

EMPIRE FINANCIAL GROUP, INC.

CENTENNIAL CAPITAL MANAGEMENT, INC.

THE O.N. EQUITY SALES COMPANY

OSAIC FS, INC.

PW SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/1992

Series 63

Date: 3/4/1985

Series 52

Date: 9/13/1990

Series 62

Date: 6/15/1988

Series 22

Date: 2/3/1986

Series 6

Date: 2/14/1985

Current Firm

ARCH PARTNERS WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCH PARTNERS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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