George William Walker

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial, Llc
  Clayton, MO
• 08/2012 → Present
  Cornerstone Wealth Management, Llc
  Clayton, MO

Previous Registrations

• 2008-01-01 → 2012-07-31
  Wells Fargo Clearing Services, Llc
  Clayton, MO
• 2007-08-13 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Clayton, MO
  Clayton, MO
  St. Louis, MO

Other Businesses

1. 07/30/2012: DBA ONLY - CORNERSTONE WEALTH MANAGEMENT - TIME SPENT 100% - CLAYTON, MO. 2. 10/22/2012: REGISTERED INVESTMENT ADVISOR - CORNERSTONE WEALTH MANAGEMENT - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. - TIME SPENT 100% - CLAYTON, MO. 3. 5/31/2013: NON-VARIABLE INSURANCE DBA - THE WALKER TEAM - THE WALKER TEAM IS OUR DBA TO CONDUCT BUSINESS WITH CORNERSTONE WEALTH MANAGEMENT, USING LPL FINANCIAL AS OUR BROKER DEALER. - CLAYTON, MO. 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - Time Spent 100%

Exams

• S66 Uniform Combined State Law Examination
  2007-08-10
• S63 Uniform Securities Agent State Law Examination
  1981-10-23

Designations

• Certified Financial Planner

Other Names

• George William Jr Walker
• Bud Walker