Acg Wealth Inc
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About this Advisor
Frank Tamplin is a certified financial planner in Atlanta, Georgia. Currently a registered investment advisor at Acg Wealth Inc, Tamplin has 10 years of professional experience. Tamplin maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Tamplin can work with customers in Georgia and Texas. Over the course of their career, they have held roles at Acg Wealth, Inc, Linsco/Private Ledger Corp, Triad Advisors, Inc and Arkadios Capital. Acg Wealth Inc is headquartered in Atlanta, Georgia, and has six additional locations in the United States. As a company, Acg Wealth Inc manages $1 billion in assets across 2,686 client accounts and employs more than 40 people. The level of assets currently under the firm's management places it among the bigger investment advisory firms in the United States. The firm manages 2,589 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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
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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
Frank Tamplin Work History
Frank has 10 years of experience.
Acg Wealth, Inc
Triad Advisors, Inc
Linsco/Private Ledger Corp
Frank Tamplin has no disclosures.
Please visit their SEC profile for more details.