George Walker, financial advisor Clayton MO
96 score

George Walker

CRD Number: 1013604
Current Firm: Cornerstone Wealth Management, LLC

George Walker (CRD# 1013604) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Clayton, MO and has over 35 years of experience in the finance industry. George Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cornerstone Wealth Management, LLC Clayton, MO Aug 2012 - Current 4
Lpl Financial, LLC Clayton, MO Jul 2012 - Current 4
Wells Fargo Advisors LLC Clayton, MO May 2009 - Jul 2012 3
Wachovia Securities, LLC Clayton, MO Jan 2008 - May 2009 1
A.g. Edwards Clayton, MO Aug 1981 - Jan 2008 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for George W. Walker
Phone Number: 636-397-6200
Firm Website: http://www.rpzeigler.com
Registered State(s):
  • FL
  • MO
By the Numbers
  • Total Assets Under Management
    876
    MILLIONS
  • Total Number of Accounts
    5,625
    ACCOUNTS
  • Average Account Value
    $155,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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