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George Robert Scott

CORNERSTONE WEALTH, LLC·GREENEVILLE, Tennessee
SIE, Series 7, Series 66CFPClean record8 years registeredCORNERSTONE 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 · 8 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE WEALTH MANAGEMENT GROUP
Jan 2022 – present
EDWARD JONES
Apr 2018 – Jan 2022
GREENEVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 12, 2018
Years registered · 8
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE WEALTH, LLC
CRD 313269 · SEC 801-123282
AUM
$191M
Regulatory assets under management
Employees
6
1,275 client accounts
Services offered by CORNERSTONE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CORNERSTONE WEALTH, LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP

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