Unclaimed
Brian Click is a financial advisor with Cornerstone Wealth Management Group, based in Greeneville, TN. Brian has been working in the financial services industry since 2000. He has a Series 7, Series 6, and Series 63 license. Brian is a Certified Financial Planner (CFP®). Brian also has a long history of working for several companies, including Edward Jones, PRUCO Securities Corporation, UVEST Financial Services Group, Inc., LPL Financial LLC, and Cambridge Investment Research, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
06/17/2021 - Present
Cornerstone Wealth Management Group (GREENEVILLE TN)
TN
11/06/2015 - 10/13/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Greeneville TN)
TN
07/05/2011 - 11/16/2015
LPL FINANCIAL LLC (GREENEVILLE TN)
TN
01/08/2004 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENEVILLE TN)
MO
08/22/2000 - 01/06/2004
EDWARD JONES (ST. LOUIS MO)
NJ
06/17/1999 - 06/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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