Acg Wealth Inc
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About this Advisor
David Mcinnis is a certified financial planner who is based in Atlanta, Georgia. Currently a registered financial advisor with Acg Wealth Inc, Mcinnis has 11 years of practice as an investment advisor. Mcinnis has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcinnis is registered to work with investors in Alabama, North Carolina, Colorado, Georgia and Idaho. During their career, the advisor has held roles at Morgan Stanley & Co, Morgan Stanley Smith Barney, Triad Advisors Inc, Acg Wealth, Inc and Arkadios Capital. Acg Wealth Inc is based out of Atlanta, Georgia, and has six other locations in the United States. Overall, Acg Wealth Inc manages $1 billion in assets across 2,686 accounts and employs more than 40 people. The firm's total assets under management makes it one of the larger investment advisory firms in the country. The firm manages 2,589 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Acg Wealth Inc can provide 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's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Acg Wealth Inc Brokerage Details
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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 Mcinnis Work History
David has 11 years of experience.
Acg Wealth, Inc
Triad Advisors Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co
David Mcinnis has no disclosures.
Please visit their SEC profile for more details.