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David Griswold Curry

EPG Wealth Management LLC

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About David Griswold Curry

David Griswold Curry is a financial advisor with over 20 years of experience in the industry. David is currently registered with EPG Wealth Management LLC in Atlanta, GA, as a Registered Representative. David also holds a Series 63, Series 7, Series 24, and Series 66 license. David previously worked with TRIAD ADVISORS, INC., SECURIAN FINANCIAL SERVICES, INC., and SUNTRUST INVESTMENT SERVICES, INC. David is a Certified Financial Planner and offers financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

David Curry is currently registered with EPG Wealth Management LLC. EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.
EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Curry’s Registration & Firm History

GA

06/05/2019 - Present

EPG Wealth Management LLC (ATLANTA GA)

GA

06/10/2014 - 03/13/2017

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

06/17/2010 - 06/11/2014

SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

03/05/2002 - 05/24/2010

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Griswold Curry.
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