GG
CFP
GG
CFP

George Tatum Groome

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$444.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1127-B Hendersonville Road, Asheville, NC, 28803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

George is a registered representative with Valmark Securities and a financial advisor at Colton Groome Financial Advisors, spending about 10-20% of his time on the latter. He also has ownership stakes in several businesses, including insurance-related entities, and is involved in real estate and coaching.

Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
April 2009 - Present · 16 yrs 10 mos
Valmark Securities, INC.Broker
November 2004 - Present · 21 yrs 3 mos
Previous Registrations
Valmark Advisers, INC.
February 2008 - December 2017 · 9 yrs 10 mos
New England SecuritiesBroker
January 2004 - October 2004 · 9 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.