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Brian Jack Click

Brian J. Click

CORNERSTONE WEALTH MANAGEMENT GROUP
Greeneville, TN 37745
Some features on this profile are disabled
CRD#: 3242951
Brian Jack Click

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.
The advisor shows no other business activity.

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.

BD
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

BD
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.

BD
CRD#: 13787
GREENEVILLE, TN
Past

August 22, 2000 - January 6, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

June 17, 1999 - June 20, 2000

PRUCO SECURITIES, LLC.

BD
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".
CW
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)

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)

Exams

State Security Law Exam
RR
Series 63
Date: 6/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/16/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
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)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE - CORNERSTONE WEALTH, LLC (3/11/2026)
ADV PART 2A- CORNERSTONE WEALTH, LLC (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,425
AUM (Assets Under Management)$ 284,685,934

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.

Company Information

CORNERSTONE WEALTH MANAGEMENT GROUP

CRD#: 313269Greeneville, TN 37745

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