Brian J. Click

CORNERSTONE WEALTH MANAGEMENT GROUP

Greeneville, TN 37745

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CRD#: 3242951

Professional summary

Brian Jack Click, CFP® is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT GROUP located in Greeneville, Tennessee.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. BRIAN CLICK, 517 N MAIN STREET, GREENEVILLE, TN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL - 20/YR - 1/TRADING. 2. Ballick Properties, LLC, 82 Earlington Drive, Greeneville, TN 37743, Own Rental Real Estate, Myself and a partner, Houston Caine Ballard, currently own 5 rental houses and 1 commercial building. We utilize a real estate agent to manage the properties. My involvement is minimal and consists of writing checks to pay expenses i.e. insurance, maintenance, taxes, member since 7/1/05, Non-investment related, 5 hours yearly, no hours during trading. 3. WTD PARTNERS GP, GREENVILLE, TN, 02/2018. PARTNER IN A PARTNERSHIP TO OWN REAL ESTATE. NIR-1/MO-0/TRADING. 4. CORNESTONE RISK MANAGEMENT GROUP, 517 N MAIN STREET, GREENEVILLE, TN, OWNER, 01/01/23, NIR - 2/MO - 2/TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jack Click's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

June 17, 2021 - Present

CORNERSTONE WEALTH MANAGEMENT GROUP

Office #1: 517 N. Main Street Suite A, Greeneville, TN 37745

RIA

CRD#: 313269

Greeneville, TN

Past

November 6, 2015 - October 13, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Greeneville, TN

Past

November 6, 2015 - October 13, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Greeneville, TN

Past

July 5, 2011 - November 16, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREENEVILLE, TN

Past

July 5, 2011 - November 16, 2015

LPL FINANCIAL LLC

CRD#: 6413

GREENEVILLE, TN

Past

May 17, 2006 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

GREENEVILLE, TN

Past

January 8, 2004 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

GREENEVILLE, TN

Past

August 22, 2000 - January 6, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

June 17, 1999 - June 20, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(6/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

CORNERSTONE WEALTH MANAGEMENT GROUP | CORNERSTONE WEALTH, LLC

CRD#: 313269 / SEC#: 801-123282

RIA

Registered Investment Advisory firm - (3/1/2022 Approved)

Tennessee

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

517 N. Main Street Suite A, Greeneville, TN 37745

Mailing Address

Phone number

(423) 588-7151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CORNERSTONE WEALTH, LLC (4/2/2025)

ADV PART 2A- CORNERSTONE WEALTH, LLC (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,421
AUM (Assets Under Management)	$ 244,463,449

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian J. Click

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jack Click's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

EDWARD JONES

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CORNERSTONE WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/17/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2000

Series 6

Date: 6/16/1999

Current Firm

CORNERSTONE WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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