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RM

Ralph A. Mcclung

ARCH PARTNERS WEALTH MANAGEMENT
Watkinsville, GA 30677
CRD#: 1332885
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RM
Ralph Anderson McclungARCH PARTNERS WEALTH MANAGEMENT

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


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

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.

BD
CRD#: 13366
LAWRENCEVILLE, GA
Past

July 20, 2001 - December 23, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LAWRENCEVILLE, GA
Past

January 9, 1998 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

March 3, 1992 - October 8, 1997

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

March 11, 1987 - March 3, 1992

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

February 16, 1985 - March 18, 1987

PW SECURITIES, INC.

BD
CRD#: 6775

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ARCH PARTNERS WEALTH MANAGEMENT, INC.
ARCH PARTNERS INSURANCE & WEALTH MANAGEMENT | MAXIMUN WEALTH MANAGEMENT INC. | MAXIMUM WEALTH MANAGEMENT, INC. | MAXIMUM WEALTH MANAGEMENT INC. | ARCH PARTNERS WEALTH MANAGEMENT, INC. | ARCH PARTNERS WEALTH MANAGEMENT & INSURANCE

CRD#: 123735 / SEC#: 801-135323

RIA
Registered Investment Advisory firm - (2/18/2026 Approved)
Georgia
Registered Investment Advisory firm - (1/19/2006 Approved)

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)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 6/15/1988
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AP
ARCH PARTNERS WEALTH MANAGEMENT, INC.
ARCH PARTNERS INSURANCE & WEALTH MANAGEMENT | MAXIMUN WEALTH MANAGEMENT INC. | MAXIMUM WEALTH MANAGEMENT, INC. | MAXIMUM WEALTH MANAGEMENT INC. | ARCH PARTNERS WEALTH MANAGEMENT, INC. | ARCH PARTNERS WEALTH MANAGEMENT & INSURANCE

CRD#: 123735 / SEC#: 801-135323

RIA
Registered Investment Advisory firm - (2/18/2026 Approved)
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
3

SEC notice filing (1 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts568
AUM (Assets Under Management)$ 109,152,241

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


ARCH PARTNERS WEALTH MANAGEMENT, INC.

CRD#: 123735Watkinsville, GA 30677

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