Worde McClung, financial advisor Lawrenceville GA

Worde McClung

CRD Number: 4848308
Current Firm: Arch Partners Wealth Management, Inc.

Worde McClung (CRD# 4848308) is an Investment Advisor Representative working at Arch Partners Wealth Management, Inc. in Lawrenceville, GA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Maximum Wealth Management Inc. Lawrenceville, GA Jun 2019 - Current 1
The Mcclung Agency Llc/arch Partners Insurance Athens, GA Jun 2016 - Current 4
Allstate Insurance Company Watkinsville, GA Oct 2007 - Aug 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Jul 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Worde A. McClung
Phone Number: 706-850-8877
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $135,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

GA

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