George
Scott

Cornerstone Wealth Management Group

CRD#6899431
Investment Advisor
in Greeneville, TN

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About this Advisor

George Scott is a financial advisor working out of Greeneville, Tennessee with a total of 1 year of industry experience. Scott currently works for Cornerstone Wealth Management Group. During their career, Scott has held roles at Edward Jones, Greeneville Federal Bank Fsb and Cornerstone Wealth, LLC. Scott holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Tennessee. Cornerstone Wealth Management Group is a registered investment firm that has its headquarters in Greeneville, TN. It has $155 million in assets under management between its 860 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises one charitable organizations. Of its 860 accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which service is provided. Fees charged by Cornerstone Wealth Management Group most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

517 N. Main Street Suite A
Greeneville, TN 37745

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Cornerstone Wealth Management Group Brokerage Details

Total Assets Under Management

$155,000,000

TN Average: $730,596,643
Total Number of Employees

3

TN Average: 15
Total Number of Accounts

860

TN Average: 968
Average Account Size

$180,233

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

George Scott Work History

George has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cornerstone Wealth, LLC

2018 - 2022 (4 years)

Edward Jones

2012 - 2018 (6 years)

Greeneville Federal Bank Fsb

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cornerstone Wealth Management Group

George Scott
Greeneville, TN
Brian Click
Greeneville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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