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Brian Jack Click

CORNERSTONE WEALTH, LLC·GREENEVILLE, Tennessee
SIE, Series 6, Series 7, Series 63CFPClean record20 years registeredCORNERSTONE WEALTH, LLC
517 N. MAIN STREET, GREENEVILLE, TN 37745CRD# 3242951Firm CRD# 313269

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Jack Click · GREENEVILLE, TN
Registration
CRD #3242951 · CORNERSTONE WEALTH, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE WEALTH MANAGEMENT GROUP
Jun 2021 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Nov 2015 – Oct 2021
Greeneville, TN
LPL FINANCIAL LLC
Jul 2011 – Nov 2015
GREENEVILLE, TN
UVEST FINANCIAL SERVICES GROUP, INC.
May 2006 – Jul 2011
GREENEVILLE, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · May 17, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORNERSTONE WEALTH, LLC
CRD 313269 · SEC 801-123282
AUM
$191M
Regulatory assets under management
Employees
6
1,275 client accounts
Services offered by CORNERSTONE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 at CORNERSTONE WEALTH, LLC

George Robert Scott
GREENEVILLE, TN
CFP

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