George WalkerCRD Number: 1013604
Current Firm: Cornerstone Wealth Management, LLC
George Walker (CRD# 1013604) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Des Peres, MO and has over 36 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Cornerstone Wealth Management, LLC||Clayton, MO||Aug 2012 - Current||5|
|Lpl Financial, LLC||Clayton, MO||Jul 2012 - Current||5|
|Wells Fargo Advisors LLC||Clayton, MO||May 2009 - Jul 2012||3|
|Wachovia Securities, LLC||Clayton, MO||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management1,395MILLIONS
Total Number of Accounts8,766ACCOUNTS
Average Account Value$159,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI