Brian Jack Click
Financial advisor at Cornerstone Wealth Management Group · Greeneville, TN
Last updated 2026-10-10
Claim your profileBrian Jack Click is a financial advisor at Cornerstone Wealth Management Group in Greeneville, TN, CRD 3242951. Licenses and exams on the registration: Series 63. First registered 2006-05-17.
Registration
- CRD number
- 3242951
- Registration status
- Active
- First registered
- 2006-05-17
- Years of experience
- 20
- States registered
- TN
Licenses and exams
- Series 63
Designations
- Certified Financial Planner
Work history
- 2015-11 to 2021-10 · Cambridge Investment Research, Inc. · Fairfield, IA
- 2015-05 to 2021-10 · Cambridge Investment Research Advisors, Inc. · Greeneville, TN
- 2021-05 to Present · Cornerstone Wealth, LLC · Greeneville, TN
- 2023-01 to Present · Cornerstone Risk Management Group · Greeneville, TN
Current employment
- Cornerstone Wealth Management Group · Greeneville, TN
Cornerstone Wealth Management Group
- Regulatory AUM
- $284,685,934
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $489.2K (Low)
- High-net-worth client ratio
- 11.0% (Low)
Cornerstone Wealth Management Group: advisors, services and reported ETF investments
What this firm offers
Filed by Cornerstone Wealth Management Group on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
517 N. Main Street, Greeneville, TN 37745
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 423-588-7151
- Website: cornerstonewealthtn.com
Official record
Are you Brian Jack Click?
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