Invested Better
Unclaimed

Unclaimed

Unclaimed

George Robert Scott

Cornerstone Wealth Management Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you George? Claim Your Profile

About George Robert Scott

George Robert Scott is a financial advisor who provides investment advice to individuals, families, and charitable organizations. George is currently registered with Cornerstone Wealth Management Group in Greeneville, TN. Previously, he was registered with Edward Jones in Greeneville, TN. George offers a range of financial services, including financial planning, investment management, and educational seminars. George Scott is also a Certified Financial Planner.

Firm Information

George Scott is currently registered with Cornerstone Wealth Management Group. Cornerstone Wealth Management Group is a financial advisory firm based in Greeneville, TN. With over 190 million in regulatory assets under management, the firm provides financial planning, portfolio management for individuals, and educational seminars. They serve a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is registered with the SEC and has a wrap fee program.
Cornerstone Wealth Management Group

517 N. MAIN STREET

GREENEVILLE, TN 37745

$190.57M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

George Scott’s Registration & Firm History

TN

01/07/2022 - Present

Cornerstone Wealth Management Group (GREENEVILLE TN)

TN

03/08/2018 - 01/05/2022

EDWARD JONES (GREENEVILLE TN)

Not sure if George Robert Scott is right for you?

Licenses & Designations

BOTH

Issued 03/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Robert Scott.
Not sure if George Robert Scott is right for you?