WM
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Worde Mcclung

16 Years of Experience
Lawrenceville, GA
1 DisclosureSells Insurance

Worde Mcclung is a registered investment advisor at Arch Partners Wealth Management, INC., based in Lawrenceville, GA, with 16 years of industry experience. Worde 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$109.2M
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Location

295 Culver Street, Suite C, Lawrenceville, GA, 30046

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History

Regulatory History (1)
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Criminal
October 1999
Final Disposition
Other Business ActivitiesSells Insurance

Worde is the CEO of The McClung Agency, LLC DBA Arch Partners Insurance, where he manages the agency and sells property/casualty insurance, dedicating full-time hours to this role. He is also a partner in WRM Holdings, LLC, involved in commercial raw land transactions, and an owner of WAM Property Acquisitions/Rental Property, fulfilling regular landlord duties with minimal time commitment.

Employment History
Current Registrations
Arch Partners Wealth Management, INC.
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Allstate Financial Services, LLCBroker
October 2007 - July 2016 · 8 yrs 9 mos
Empire Investment Advisors. INC
June 2007 - August 2007 · 2 mos
Empire Financial Group, INC.Broker
June 2007 - August 2007 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2004 - July 2005 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - July 2005 · 9 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
Worde Mcclung - Financial Advisor | TrueAdvisor