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Brian Jack Click

CORNERSTONE WEALTH, LLC·GREENEVILLE, Tennessee
Unclaimed Profile
517 N. MAIN STREET, GREENEVILLE, TN 37745CRD# 3242951Firm CRD# 313269
01

About

Brian Jack Click is a registered financial advisor based in GREENEVILLE, Tennessee, affiliated with CORNERSTONE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORNERSTONE WEALTH, LLC
CORNERSTONE WEALTH MANAGEMENT GROUP
AUM
$191M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CORNERSTONE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3242951
Firm CRD# 313269
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Jack Click offer?
Brian Jack Click specializes in Financial Planning, Investment Management. Contact their office in GREENEVILLE, Tennessee for a consultation.
What are Brian Jack Click's credentials?
Brian Jack Click is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jack Click located?
Brian Jack Click is based in GREENEVILLE, Tennessee, working with CORNERSTONE WEALTH, LLC. Their office serves clients in the GREENEVILLE metropolitan area and surrounding communities.
How does Brian Jack Click charge for services?
Brian Jack Click's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE WEALTH, LLC?
CORNERSTONE WEALTH, LLC has approximately 6 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENEVILLE
George Robert Scott — CORNERSTONE WEALTH, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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