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George Robert Scott

CORNERSTONE WEALTH, LLC·GREENEVILLE, Tennessee
Clean recordCORNERSTONE WEALTH, LLC
517 N. MAIN STREET, GREENEVILLE, TN 37745CRD# 6899431Firm CRD# 313269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Robert Scott · GREENEVILLE, TN
Registration
CRD #6899431 · CORNERSTONE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

George Robert Scott is a registered financial advisor based in GREENEVILLE, Tennessee, affiliated with CORNERSTONE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CORNERSTONE WEALTH, LLC
CORNERSTONE WEALTH MANAGEMENT GROUP
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORNERSTONE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6899431
Firm CRD# 313269
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Robert Scott offer?
George Robert Scott specializes in Financial Planning, Investment Management. Contact their office in GREENEVILLE, Tennessee for a consultation.
What are George Robert Scott's credentials?
George Robert Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Robert Scott located?
George Robert Scott is based in GREENEVILLE, Tennessee, working with CORNERSTONE WEALTH, LLC. Their office serves clients in the GREENEVILLE metropolitan area and surrounding communities.
How does George Robert Scott charge for services?
George Robert Scott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE WEALTH, LLC?
CORNERSTONE WEALTH, LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE WEALTH, LLC

Brian Jack Click
GREENEVILLE, TN

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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Research
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