Unclaimed Profile

George Tatum Groome

COLTON GROOME FINANCIAL ADVISORS, LLC·ASHEVILLE, North Carolina

SIE, Series 6, Series 63CFPClean record18 years registeredCOLTON GROOME FINANCIAL ADVISORS, LLC

1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC 28803CRD# 4747797Firm CRD# 128365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Tatum Groome · ASHEVILLE, NC

Registration

CRD #4747797 · COLTON GROOME FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLTON GROOME FINANCIAL ADVISORS, LLC

COLTON GROOME FINANCIAL ADVISORS, LLC

Apr 2009 – Jan 2026

ASHEVILLE, NC

VALMARK ADVISERS, INC.

Feb 2008 – Dec 2017

ASHEVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · February 6, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLTON GROOME FINANCIAL ADVISORS, LLC

CRD 128365 · SEC 801-113274

AUM

$351M

Regulatory assets under management

Employees

843 client accounts

Services offered by COLTON GROOME FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COLTON GROOME FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Tatum Groome offer?

George Tatum Groome specializes in Financial Planning, Investment Management, Wealth Management.

What are George Tatum Groome's credentials?

George Tatum Groome holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Tatum Groome located?

George Tatum Groome is based in ASHEVILLE, North Carolina, last registered with COLTON GROOME FINANCIAL ADVISORS, LLC.

How does George Tatum Groome charge for services?

George Tatum Groome's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee based on various factors - see part 2 of form adv.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLTON GROOME FINANCIAL ADVISORS, LLC?

COLTON GROOME FINANCIAL ADVISORS, LLC has approximately 15 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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