CFP

Ralph Mcclung

11 Years of Experience

Watkinsville, GA

1 Disclosure

Ralph Mcclung is a CFP-designated registered investment advisor at Arch Partners Wealth Management, INC., based in Watkinsville, GA, with 11 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 251 clients with $110M in assets under management.

Arch Partners Wealth Management, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

3 advisors

IM Fee

Planning only

Assets Under Management

$109.2M

Location

3651 Mars Hill Rd, Suite 2100, Watkinsville, GA, 30677

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History

Regulatory History (1)

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Employment Separation After Allegations

September 1997

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Other Business Activities

Ralph is the President of Maximum Wealth Management, Inc., a registered investment advisor in Georgia, since 1998. This is an investment-related activity and takes nearly full-time hours during business hours.

Employment History

Current Registrations

Arch Partners Wealth Management, INC.

November 2014 - Present · 11 yrs 5 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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