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Brian Jack Click

Cornerstone Wealth Management Group

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About Brian Jack Click

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.

Firm Information

Brian Click is currently registered with Cornerstone Wealth Management Group. Cornerstone Wealth Management Group is a financial advisory firm based in Greeneville, TN. With over 190 million in regulatory assets under management, the firm provides financial planning, portfolio management for individuals, and educational seminars. They serve a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cornerstone Wealth Management Group is registered with the SEC and has a wrap fee program.
Cornerstone Wealth Management Group

517 N. MAIN STREET

GREENEVILLE, TN 37745

$190.57M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Click’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Jack Click.
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