Tate Groome

Chief Executive Officer at

Colton Groome Financial Advisors LLC

47 year

Consumer Services

Finance

Profile

Mr. George T.
Groome is a Co-Chief Executive Officer 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 CGFA practices an open-architecture environment to build better client portfolios. The firm employs both a Top-Down/Bottom-Up investment approach.	Chief Executive Officer	01/01/2009

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Private companies	2
The University of North Carolina at Chapel Hill The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC Investment ManagersFinance CGFA practices an open-architecture environment to build better client portfolios. The firm employs both a Top-Down/Bottom-Up investment approach.	Finance

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