David
Curry

Acg Wealth Inc

CRD#4506561
Investment Advisor
in Atlanta, GA
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About this Advisor

David Curry is a certified financial planner based in Atlanta, Georgia. Currently a registered advisor with Acg Wealth Inc, they have gathered 16 years of work experience. Curry maintains Series 63 and Series 66 licenses, designating the advisor as a securities agent. Curry is able to work with customers in Colorado, Texas, Georgia and Louisiana. Throughout their career, they have worked at Suntrust Investment Services, Inc, Suntrust Bank, Minnesota Life Insurance, Securian Financial Services, Gv Atlanta Inc, Gv Financial Advisors, Inc, Gv Capital Management, Inc, Triad Advisors, Inc, Acg Wealth and Arkadios Capital. Acg Wealth Inc is headquartered in Atlanta, Georgia, and has six offices in the nation. Overall, Acg Wealth Inc oversees $1 billion in assets across 2,686 client accounts and retains more than 40 people. The level of assets currently under the firm's management places it among the larger financial advisory firms in the country. The firm manages 2,589 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Acg Wealth Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3333 Piedmont Rd. Suite 2010
Atlanta, GA 30305

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Acg Wealth Inc Brokerage Details

Total Assets Under Management

$1,196,277,816

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

3,468

GA Average: 1,608
Average Account Size

$344,947

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Curry Work History

David has 16 years of experience.

2017 - Present (2 years)

Arkadios Capital

2014 - Present (5 years)

Acg Wealth

2014 - 2017 (3 years)

Triad Advisors, Inc

2010 - 2014 (4 years)

Minnesota Life Insurance

2010 - 2014 (4 years)

Securian Financial Services

2010 - 2014 (4 years)

Gv Atlanta Inc

2010 - 2014 (4 years)

Gv Financial Advisors, Inc

2010 - 2011 (1 year)

Gv Capital Management, Inc

2002 - 2010 (8 years)

Suntrust Investment Services, Inc

2002 - 2010 (8 years)

Suntrust Bank

Disclosures

David Curry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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