Worde A. Mcclung

ARCH PARTNERS WEALTH MANAGEMENT

LAWRENCEVILLE, GA 30046

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CRD#: 4848308

Professional summary

Worde Anderson Mcclung, who also goes by Mack Mcclung, Worde A Mcclung, is a registered financial advisor currently at ARCH PARTNERS WEALTH MANAGEMENT, INC. located in Lawrenceville, Georgia.

Worde is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Worde has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mack Mcclung | Worde A 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.

(1) THE MCCLUNG AGENCY, LLC DBA ARCH PARTNERS INSURANCE; NOT INVESTMENT RELATED; 230 BRIARCLIFF RD, ATHENS, GA 30606; PROPERTY/CASUALTY INSURANCE SALES; CEO SINCE 6/28/2016; 40 HOURS/WEEK DEVOTED DURING SECURITIES TRADING HOURS; MANAGE THE AGENCY AND INSURANCE SALES. (2) WRM HOLDINGS, LLC, PARTNER; 230 BRIARCLIFF RD, ATHENS, GA 30606; BUYING COMMERCIAL RAW LAND; ENGINEERING IT; SELLING IT, MANAGE PURCHASED PROPERTY, NOT INVESTMENT RELATED, TD - 1% (3) WAM PROPERTY ACQUISITIONS/RENTAL PROPERTY, 230 BRIARCLIFF RD, ATHENS, GA 30606, OWNER, NON INVESTMENT RELATED, TIME DEVOTED-2%, DUTIES-REGULAR LANDLORD DUTIES. RENTAL PROPERTY, 230 BRIARCLIFF RD, ATHENS, GA 30606, TIME DEVOTED: 2%, DUTIES: REGULAR LANDLORD DUTIES, NON INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Worde 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®

None

Experience

Current

July 29, 2019 - Present

ARCH PARTNERS WEALTH MANAGEMENT, INC.

Office #1: 295 Culver Street Suite C, Lawrenceville, GA 30046

RIA

CRD#: 123735

LAWRENCEVILLE, GA

Past

October 5, 2007 - July 20, 2016

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Bogart, GA

Past

June 25, 2007 - August 15, 2007

JESUP & LAMONT ADVISORS

RIA

CRD#: 108006

LAWRENCEVILLE, GA

Past

June 20, 2007 - August 15, 2007

EMPIRE FINANCIAL GROUP, INC.

CRD#: 28759

LAWRENCEVILLE, GA

Past

November 15, 2004 - July 11, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DULUTH, GA

Past

October 14, 2004 - July 11, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(7/29/2019)

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: 7/26/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2004

General Securities 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

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.

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Worde A. Mcclung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ARCH PARTNERS WEALTH MANAGEMENT, INC.

ALLSTATE FINANCIAL SERVICES, LLC

JESUP & LAMONT ADVISORS

EMPIRE FINANCIAL GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2019

Series 66

Date: 11/12/2004

SIE

Date: 7/20/2016

Series 7

Date: 10/13/2004

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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