Tate Groome
Chief Executive Officer at Colton Groome Financial Advisors LLC
Profile
Mr. George T.
Groome is a Co-CEO & Director of Insurance Strategies at Colton Groome Financial Advisors LLC.
He received his B.A.
in Communications Studies and B.A.
in Romance Languages from the University of North Carolina at Chapel Hill in May 2001.
He is a Chartered Life Underwriter, a Certified Financial Planner (CFP) professional, and holds the Series 6, Series 63 and Series 65 FINRA licenses.
Tate Groome active positions
| Companies | Position | Start |
|---|---|---|
Colton Groome Financial Advisors LLC
 Colton Groome Financial Advisors LLC Investment ManagersFinance Colton Groome Financial Advisors LLC (CGFA) is a SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. The firm was founded in 2003 as CG Advisory Services LLC and is a wholly owned subsidiary of Groome Holdings LLC. CGFA provides financial and wealth management services to individuals, families, businesses, and nonprofits. | Chief Executive Officer | 31/12/2008 |
Training of Tate Groome
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Colton Groome Financial Advisors LLC
Colton Groome Financial Advisors LLC Investment ManagersFinance Colton Groome Financial Advisors LLC (CGFA) is a SEC-registered investment advisor and wealth management firm headquartered in Asheville, North Carolina. The firm was founded in 2003 as CG Advisory Services LLC and is a wholly owned subsidiary of Groome Holdings LLC. CGFA provides financial and wealth management services to individuals, families, businesses, and nonprofits. | Finance |
- Stock Market
- Insiders
- Tate Groome
