Acg Wealth Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Acg Wealth Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Triad Advisors, Inc
Minnesota Life Insurance
Securian Financial Services
Gv Atlanta Inc
Gv Financial Advisors, Inc
Gv Capital Management, Inc
Suntrust Investment Services, Inc
David Curry has no disclosures.
Please visit their SEC profile for more details.