Frank
Tamplin

Acg Wealth Inc

CRD#5477719
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner

Years of Experience

10 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

Frank Tamplin Work History

Frank has 10 years of experience.

2017 - Present (2 years)

Arkadios Capital

2012 - Present (7 years)

Acg Wealth, Inc

2009 - 2017 (8 years)

Triad Advisors, Inc

2008 - 2009 (1 year)

Linsco/Private Ledger Corp

Disclosures

Frank Tamplin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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